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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,036 |
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $19,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,213 | $65,092-59.7% | $143,799-81.8% | $66,938-60.8% |
| Participation rate | 85.7% | 65.2%+20.5pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | 11.68% | -11.14%+22.8pp | -0.04%+11.7pp | 1.58%+10.1pp |
| Employer contribution / active EE | $1,836 | $2,362-22.2% | $4,952-62.9% | $2,545-27.8% |
| Participant deferral / active EE | $2,852 | $2,920-2.3% | $5,638-49.4% | $4,238-32.7% |
| Admin fee / account holder | $179 | $502-64.4% | $14,677-98.8% | $594-69.9% |