Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $267,958 |
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 | $35,454 | $82,683-57.1% | $133,975-73.5% | $65,292-45.7% |
| Participation rate | 82.1% | 87.3%-5.2pp | 87.1%-4.9pp | 72.4%+9.7pp |
| Annual return | 17.79% | 9.63%+8.2pp | 29.29%-11.5pp | 11.84%+5.9pp |
| Employer contribution / active EE | $2,088 | $3,583-41.7% | $5,211-59.9% | $2,302-9.3% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $31 | $66-52.4% | $9,324-99.7% | $57-45.5% |