Filed August 26, 2019 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,352 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $50,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,722 | $86,897-22.1% | $151,645-55.3% | $64,824+4.5% |
| Participation rate | 98.3% | 87.3%+11.1pp | 87.5%+10.9pp | 71.5%+26.9pp |
| Annual return | -9.94% | -3.57%-6.4pp | 3.34%-13.3pp | 32.84%-42.8pp |
| Employer contribution / active EE | $2,476 | $4,010-38.3% | $6,165-59.8% | $2,507-1.2% |
| Participant deferral / active EE | $5,200 | $6,690-22.3% | $8,363-37.8% | $4,311+20.6% |
| Admin fee / account holder | $256 | $153+67.7% | $11,614-97.8% | $188+36.6% |