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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,537 |
Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $14,405 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,036-100.0% | $671,907-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 13.0%-13.0pp |
| Annual return | 18.81% | 16.71%+2.1pp | 10.76%+8.0pp | 13.59%+5.2pp |
| Employer contribution / active EE | $14,352 | $24,701-41.9% | $68,795-79.1% | $14,592-1.6% |
| Participant deferral / active EE | $0 | $0 | $229-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $6,717-100.0% | $29,657-100.0% |