Filed December 2, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $469,378 |
Employer 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 | $70,596 | $67,505+4.6% | $105,218-32.9% | $67,505+4.6% |
| Participation rate | 85.1% | 71.2%+13.9pp | 77.2%+7.9pp | 71.2%+13.9pp |
| Annual return | 16.99% | 6.52%+10.5pp | 5.33%+11.7pp | 6.52%+10.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $3,255-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $4,994 | $3,597+38.9% | $4,867+2.6% | $3,597+38.9% |
| Admin fee / account holder | $62 | $56+11.3% | $6,992-99.1% | $56+11.3% |