Filed January 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $42,485 |
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 | $17,384 | $52,722-67.0% | $90,461-80.8% | $73,412-76.3% |
| Participation rate | 80.5% | 67.7%+12.8pp | 72.7%+7.8pp | 72.2%+8.3pp |
| Annual return | 21.51% | 20.70%+0.8pp | 1294.76%-1273.3pp | 59.30%-37.8pp |
| Employer contribution / active EE | $1,631 | $1,872-12.9% | $3,264-50.0% | $2,234-27.0% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $79 | $117-32.5% | $5,617-98.6% | $158-50.1% |