Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 25 · EIN 42-1479618 711 HIGH STREET · DES MOINES, IA 503920300 | Directed Trustee | $5,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $334,005-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.7%-43.7pp | 2.1%-2.1pp |
| Annual return | 9.04% | 7.01%+2.0pp | 9.83%-0.8pp | 7.65%+1.4pp |
| Employer contribution / active EE | $10,824 | $15,137-28.5% | $30,308-64.3% | $20,599-47.5% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |