Filed August 17, 2020 (most recent of 2 filings on file)
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| 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 | $55,446-4.8% | $155,574-66.1% | $74,429-29.1% |
| Participation rate | 49.5% | 61.9%-12.4pp | 78.2%-28.7pp | 67.2%-17.7pp |
| Annual return | 21.85% | 269.20%-247.3pp | 64.87%-43.0pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $1,101 | $2,266-51.4% | $4,676-76.4% | $2,625-58.0% |
| Participant deferral / active EE | $3,647 | $2,836+28.6% | $5,629-35.2% | $4,348-16.1% |
| Admin fee / account holder | $290 | $1,743-83.4% | $15,914-98.2% | $1,944-85.1% |