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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $11,548 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,200 | $59,231-20.3% | $90,223-47.7% | $52,331-9.8% |
| Participation rate | 97.7% | 75.0%+22.7pp | 79.0%+18.7pp | 68.1%+29.6pp |
| Annual return | -7.13% | 3.53%-10.7pp | 1.31%-8.4pp | 4.54%-11.7pp |
| Employer contribution / active EE | $5,962 | $3,391+75.8% | $4,378+36.2% | $1,882+216.8% |
| Participant deferral / active EE | $0 | $4,659-100.0% | $5,792-100.0% | $3,022-100.0% |
| Admin fee / account holder | $55 | $515-89.3% | $7,406-99.3% | $592-90.7% |