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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $379,532 |
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 | $54,110 | $152,104-64.4% | $184,256-70.6% | $106,553-49.2% |
| Participation rate | 87.5% | 85.9%+1.6pp | 86.8%+0.7pp | 69.8%+17.7pp |
| Annual return | 23.56% | 20.70%+2.9pp | 28.85%-5.3pp | 17.37%+6.2pp |
| Employer contribution / active EE | $4,862 | $5,326-8.7% | $6,427-24.3% | $3,359+44.8% |
| Participant deferral / active EE | $0 | $8,559-100.0% | $9,133-100.0% | $5,562-100.0% |
| Admin fee / account holder | $25 | $103-76.1% | $13,899-99.8% | $80-69.2% |