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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,887 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $10,350 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $9,279 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 15.89% | 7.94%+8.0pp | 12.90%+3.0pp | 12.16%+3.7pp |
| Employer contribution / active EE | $0 | $93,175-100.0% | $53,929-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |