Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,398 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,958 | $56,540-45.2% | $185,851-83.3% | $86,821-64.3% |
| Participation rate | 91.9% | 65.5%+26.4pp | 81.7%+10.2pp | 72.3%+19.6pp |
| Annual return | 14.37% | 118.20%-103.8pp | 122.11%-107.7pp | 97.94%-83.6pp |
| Employer contribution / active EE | $5,026 | $1,844+172.5% | $5,168-2.8% | $2,406+108.9% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $117 | $150-21.6% | $16,245-99.3% | $170-30.8% |