Filed November 20, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,880 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,182 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $12,071 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $398,892-100.0% | $398,892-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 5.38% | 8.30%-2.9pp | 8.54%-3.2pp | 24.44%-19.1pp |
| Employer contribution / active EE | $0 | $41,025-100.0% | $37,153-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |