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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $436,784 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,672 | $143,889-64.8% | $189,534-73.3% | $106,520-52.4% |
| Participation rate | 87.4% | 89.1%-1.7pp | 87.8%-0.4pp | 71.3%+16.1pp |
| Annual return | 83.52% | 17.38%+66.1pp | 555.39%-471.9pp | 19.28%+64.2pp |
| Employer contribution / active EE | $2,309 | $4,416-47.7% | $6,162-62.5% | $2,840-18.7% |
| Participant deferral / active EE | $0 | $7,575-100.0% | $8,220-100.0% | $4,948-100.0% |
| Admin fee / account holder | $34 | $98-65.5% | $12,049-99.7% | $75-54.5% |