Filed January 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,397 |
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 | $62,367 | $57,921+7.7% | $84,750-26.4% | $57,658+8.2% |
| Participation rate | 94.4% | 72.9%+21.5pp | 76.6%+17.9pp | 70.2%+24.2pp |
| Annual return | 10.18% | 10.24%-0.1pp | 22.78%-12.6pp | 5.13%+5.0pp |
| Employer contribution / active EE | $3,079 | $2,598+18.5% | $3,574-13.9% | $1,974+56.0% |
| Participant deferral / active EE | $7,344 | $2,742+167.8% | $3,712+97.9% | $3,061+140.0% |
| Admin fee / account holder | $83 | $130-35.8% | $5,332-98.4% | $95-11.9% |