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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,358 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,691 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,274 | $79,449-83.3% | $189,558-93.0% | $85,856-84.5% |
| Participation rate | 92.4% | 66.0%+26.4pp | 78.5%+14.0pp | 69.3%+23.1pp |
| Annual return | 19.18% | 18.45%+0.7pp | 64.19%-45.0pp | 318.58%-299.4pp |
| Employer contribution / active EE | $1,031 | $2,081-50.5% | $4,412-76.6% | $2,565-59.8% |
| Participant deferral / active EE | $4,462 | $4,051+10.1% | $6,174-27.7% | $3,952+12.9% |
| Admin fee / account holder | $91 | $5,377-98.3% | $9,809-99.1% | $6,261-98.5% |