Filed July 10, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE 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 | $864,749 | $84,784+919.9% | $98,462+778.3% | $74,478+1061.1% |
| Participation rate | 99.4% | 81.5%+17.8pp | 75.2%+24.2pp | 70.7%+28.6pp |
| Annual return | 51.85% | 20.59%+31.3pp | 21.20%+30.7pp | 34.37%+17.5pp |
| Employer contribution / active EE | $23,479 | $3,364+598.0% | $3,049+670.1% | $2,637+790.4% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |