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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,048 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,253 | $58,726-12.7% | $92,233-44.4% | $62,292-17.7% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.5%+20.6pp | 69.5%+27.6pp |
| Annual return | 13.07% | 43.62%-30.5pp | 176.28%-163.2pp | 28.90%-15.8pp |
| Employer contribution / active EE | $979 | $2,392-59.1% | $3,679-73.4% | $2,042-52.1% |
| Participant deferral / active EE | $3,916 | $2,766+41.6% | $3,897+0.5% | $3,169+23.6% |
| Admin fee / account holder | $77 | $556-86.1% | $5,194-98.5% | $479-83.9% |