Filed November 9, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,518 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,754 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,367 | $63,114-13.9% | $92,893-41.5% | $65,185-16.6% |
| Participation rate | 96.3% | 68.8%+27.5pp | 76.0%+20.3pp | 70.2%+26.1pp |
| Annual return | 22.80% | 28.75%-6.0pp | 109.41%-86.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,099 | $2,571-18.4% | $3,653-42.5% | $2,177-3.6% |
| Participant deferral / active EE | $5,040 | $3,108+62.2% | $4,236+19.0% | $3,514+43.4% |
| Admin fee / account holder | $13 | $624-97.9% | $5,794-99.8% | $847-98.5% |