Filed December 14, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,585 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,748 | $111,608-6.1% | $177,821-41.1% | $73,409+42.7% |
| Participation rate | 93.4% | 87.9%+5.6pp | 87.7%+5.7pp | 72.2%+21.3pp |
| Annual return | 15.46% | 18.23%-2.8pp | 48.32%-32.9pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,136 | $3,796-43.7% | $5,918-63.9% | $2,234-4.4% |
| Participant deferral / active EE | $4,504 | $6,199-27.3% | $7,714-41.6% | $3,805+18.4% |
| Admin fee / account holder | $237 | $166+43.3% | $12,427-98.1% | $158+50.3% |