Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,022 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,046 | $46,173-60.9% | $170,435-89.4% | $69,631-74.1% |
| Participation rate | 94.6% | 63.9%+30.7pp | 83.6%+11.0pp | 70.7%+23.9pp |
| Annual return | 18.93% | 21.62%-2.7pp | 205.94%-187.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $3,529 | $1,610+119.2% | $5,432-35.0% | $2,032+73.6% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $29 | $116-75.1% | $13,881-99.8% | $110-73.9% |