Filed August 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,772 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,774 | $86,332-44.7% | $125,175-61.8% | $65,185-26.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 26.85% | 27.43%-0.6pp | 43.79%-16.9pp | 29.38%-2.5pp |
| Employer contribution / active EE | $4,091 | $2,040+100.5% | $3,865+5.8% | $2,177+87.9% |
| Participant deferral / active EE | $5,629 | $3,537+59.1% | $4,937+14.0% | $3,514+60.2% |
| Admin fee / account holder | $195 | $609-68.0% | $9,702-98.0% | $847-77.0% |