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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,986 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,289 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,265 | $88,122-22.5% | $141,177-51.6% | $67,579+1.0% |
| Participation rate | 97.1% | 76.5%+20.7pp | 82.5%+14.7pp | 71.3%+25.9pp |
| Annual return | 32.14% | 75.40%-43.3pp | 71.40%-39.3pp | 378.56%-346.4pp |
| Employer contribution / active EE | $2,355 | $3,224-27.0% | $4,736-50.3% | $2,148+9.7% |
| Participant deferral / active EE | $4,943 | $5,958-17.0% | $6,710-26.3% | $3,539+39.7% |
| Admin fee / account holder | $149 | $131+14.2% | $10,263-98.5% | $142+5.0% |