Filed July 10, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE Service code 14 · EIN 42-0127290 | Plan Administrator | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,052,809 | $92,076+1043.4% | $105,608+896.9% | $77,714+1254.7% |
| Participation rate | 98.9% | 81.0%+17.8pp | 75.3%+23.6pp | 70.6%+28.3pp |
| Annual return | 37.12% | 17.84%+19.3pp | 116.50%-79.4pp | 31.26%+5.9pp |
| Employer contribution / active EE | $25,086 | $3,370+644.3% | $3,167+692.1% | $2,727+820.0% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,028-100.0% | $433-100.0% |