Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,182 |
Service code 27 · EIN 47-1880154 | Advisory (Plan) | $30,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,674 | $37,196-9.5% | $154,108-78.1% | $55,725-39.6% |
| Participation rate | 91.2% | 64.1%+27.1pp | 83.0%+8.1pp | 70.9%+20.3pp |
| Annual return | -3.05% | 1319.68%-1322.7pp | 735.21%-738.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,642 | $1,614+1.7% | $5,298-69.0% | $2,078-21.0% |
| Participant deferral / active EE | $2,264 | $2,068+9.5% | $5,081-55.4% | $3,356-32.5% |
| Admin fee / account holder | $183 | $102+79.7% | $13,411-98.6% | $115+58.5% |