Filed December 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,056 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,848 | $78,104-45.1% | $115,756-63.0% | $78,104-45.1% |
| Participation rate | 80.4% | 74.5%+5.9pp | 77.1%+3.3pp | 74.5%+5.9pp |
| Annual return | -1.23% | 10.90%-12.1pp | 143.14%-144.4pp | 10.90%-12.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $3,793-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $6,254-100.0% | $5,089-100.0% |
| Admin fee / account holder | $1 | $79-99.2% | $8,124-100.0% | $79-99.2% |