Filed November 18, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,929 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $15,300 |
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 | $26,628 | $62,928-57.7% | $172,739-84.6% | $67,579-60.6% |
| Participation rate | 98.2% | 64.5%+33.7pp | 82.6%+15.5pp | 71.3%+26.9pp |
| Annual return | 18.19% | 30.36%-12.2pp | 802.84%-784.7pp | 378.56%-360.4pp |
| Employer contribution / active EE | $2,530 | $1,636+54.6% | $5,143-50.8% | $2,148+17.8% |
| Participant deferral / active EE | $3,274 | $2,145+52.6% | $5,198-37.0% | $3,539-7.5% |
| Admin fee / account holder | $216 | $167+29.9% | $13,954-98.4% | $142+52.1% |