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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 25 · EIN 42-1479618 711 HIGH STREET · DES MOINES, IA 503920300 | Directed Trustee | $18,050 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 11.74% | 9.92%+1.8pp | 32.33%-20.6pp | 22.81%-11.1pp |
| Employer contribution / active EE | $9,113 | $16,139-43.5% | $33,956-73.2% | $18,290-50.2% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |