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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,768 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,085 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,924 | $52,961-56.7% | $172,752-86.7% | $65,185-64.8% |
| Participation rate | 72.0% | 66.2%+5.8pp | 82.6%-10.6pp | 70.2%+1.8pp |
| Annual return | 19.62% | 30.12%-10.5pp | 802.97%-783.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,391 | $2,190-36.5% | $5,144-73.0% | $2,177-36.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $94 | $472-80.1% | $13,955-99.3% | $847-88.9% |