Filed September 2, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 1.44% | 9.15%-7.7pp | 9.17%-7.7pp | 13.05%-11.6pp |
| Employer contribution / active EE | $0 | $46,886-100.0% | $40,523-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |