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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,341 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $28,355 |
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 | $76,495 | $100,801-24.1% | $149,730-48.9% | $73,412+4.2% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.5%+16.9pp | 72.2%+27.2pp |
| Annual return | 17.98% | 265.34%-247.4pp | 276.70%-258.7pp | 59.30%-41.3pp |
| Employer contribution / active EE | $2,828 | $3,312-14.6% | $4,645-39.1% | $2,234+26.6% |
| Participant deferral / active EE | $6,794 | $6,404+6.1% | $6,843-0.7% | $3,806+78.5% |
| Admin fee / account holder | $249 | $181+37.7% | $9,310-97.3% | $158+57.7% |