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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $45,084 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,262 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,204 | $65,437+167.7% | $86,698+102.1% | $66,949+161.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -6.34% | -10.91%+4.6pp | 35.96%-42.3pp | 1.57%-7.9pp |
| Employer contribution / active EE | $6,572 | $2,154+205.2% | $2,837+131.7% | $2,545+158.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $42 | $642-93.5% | $7,492-99.4% | $594-93.0% |