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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 28 · EIN 42-0127929 | Investment Management | $24,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,622,292 | $78,707+3231.7% | $117,861+2124.9% | $70,126+3639.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 29.04% | 23.30%+5.7pp | 335.11%-306.1pp | 73.15%-44.1pp |
| Employer contribution / active EE | $29,730 | $2,223+1237.1% | $3,786+685.2% | $2,343+1169.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $42,361 | $5,066+736.3% | $8,021+428.2% | $4,646+811.9% |