Filed December 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,859 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $40,286 | $101,555-60.3% | $453,569-91.1% | $101,555-60.3% |
| Participation rate | 73.8% | 74.5%-0.7pp | 78.0%-4.2pp | 74.5%-0.7pp |
| Annual return | -4.33% | 21.00%-25.3pp | 64.43%-68.8pp | 21.00%-25.3pp |
| Employer contribution / active EE | $0 | $2,972-100.0% | $4,072-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $0 | $4,874-100.0% | $6,211-100.0% | $4,874-100.0% |
| Admin fee / account holder | $0 | $139-99.8% | $11,214-100.0% | $139-99.8% |