Filed August 17, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,056 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,767 | $55,472-4.9% | $155,567-66.1% | $74,546-29.2% |
| Participation rate | 49.5% | 61.9%-12.4pp | 78.2%-28.7pp | 67.2%-17.7pp |
| Annual return | 21.85% | 268.72%-246.9pp | 64.74%-42.9pp | 1366.03%-1344.2pp |
| Employer contribution / active EE | $1,101 | $2,269-51.5% | $4,674-76.4% | $2,624-58.0% |
| Participant deferral / active EE | $3,647 | $2,838+28.5% | $5,628-35.2% | $4,347-16.1% |
| Admin fee / account holder | $290 | $1,743-83.4% | $15,916-98.2% | $1,944-85.1% |