Filed March 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,742 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,719 | $55,453-19.4% | $170,442-73.8% | $62,292-28.2% |
| Participation rate | 70.2% | 66.4%+3.8pp | 83.6%-13.4pp | 69.5%+0.6pp |
| Annual return | 14.52% | 21.38%-6.9pp | 205.93%-191.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $562 | $2,164-74.0% | $5,433-89.6% | $2,042-72.5% |
| Participant deferral / active EE | $1,903 | $2,303-17.4% | $4,939-61.5% | $3,169-40.0% |
| Admin fee / account holder | $15 | $455-96.8% | $13,880-99.9% | $479-96.9% |