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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC. Service code 49 · EIN 42-0941553 | Other Services | $12,849 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,219 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $38,729 | $33,067+17.1% | $76,518-49.4% | $56,289-31.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | 11.37% | 2.72%+8.7pp | -0.27%+11.6pp | -9.96%+21.3pp |
| Employer contribution / active EE | $2,474 | $1,200+106.1% | $2,647-6.5% | $2,111+17.2% |
| Participant deferral / active EE | $4,223 | $2,240+88.5% | $3,836+10.1% | $3,350+26.1% |
| Admin fee / account holder | $11 | $537-98.0% | $4,849-99.8% | $521-97.9% |