Filed January 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $31,971 |
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 | $272,212 | $89,588+203.8% | $133,698+103.6% | $77,762+250.1% |
| Participation rate | 99.8% | 74.3%+25.5pp | 76.4%+23.4pp | 70.6%+29.2pp |
| Annual return | 12.75% | 17.42%-4.7pp | 580.90%-568.1pp | 31.27%-18.5pp |
| Employer contribution / active EE | $5,297 | $3,491+51.7% | $4,218+25.6% | $2,728+94.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $7,016-100.0% | $4,651-100.0% |
| Admin fee / account holder | $61 | $539-88.7% | $6,703-99.1% | $433-86.0% |