Filed December 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,183 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,539 | $114,568-55.0% | $379,746-86.4% | $93,223-44.7% |
| Participation rate | 80.0% | 89.4%-9.4pp | 78.4%+1.6pp | 74.9%+5.1pp |
| Annual return | 36.48% | 16.38%+20.1pp | 34.90%+1.6pp | 19.29%+17.2pp |
| Employer contribution / active EE | $2,804 | $3,213-12.7% | $3,540-20.8% | $2,680+4.6% |
| Participant deferral / active EE | $0 | $6,118-100.0% | $6,024-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $72-99.5% | $7,927-100.0% | $79-99.6% |