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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $449,745 |
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 | $52,414 | $118,441-55.7% | $151,634-65.4% | $89,433-41.4% |
| Participation rate | 82.2% | 88.0%-5.8pp | 87.5%-5.3pp | 71.3%+10.9pp |
| Annual return | 8.14% | -9.10%+17.2pp | 3.32%+4.8pp | -11.88%+20.0pp |
| Employer contribution / active EE | $2,367 | $4,770-50.4% | $6,165-61.6% | $3,021-21.6% |
| Participant deferral / active EE | $0 | $7,648-100.0% | $8,363-100.0% | $5,125-100.0% |
| Admin fee / account holder | $34 | $90-61.5% | $11,614-99.7% | $79-56.6% |