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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,733 |
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 | $51,838 | $47,078+10.1% | $100,671-48.5% | $55,191-6.1% |
| Participation rate | 86.0% | 58.0%+28.0pp | 70.7%+15.3pp | 69.2%+16.9pp |
| Annual return | -3.05% | 0.65%-3.7pp | 20.43%-23.5pp | 10.78%-13.8pp |
| Employer contribution / active EE | $634 | $1,065-40.5% | $4,012-84.2% | $1,899-66.6% |
| Participant deferral / active EE | $4,851 | $2,038+138.0% | $3,144+54.3% | $3,046+59.2% |
| Admin fee / account holder | $133 | $153-13.1% | $4,850-97.3% | $91+46.6% |