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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,429 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $6,086 |
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 | $32,946 | $51,620-36.2% | $90,324-63.5% | $65,186-49.5% |
| Participation rate | 81.0% | 68.6%+12.4pp | 73.3%+7.8pp | 70.2%+10.8pp |
| Annual return | 19.26% | 24.94%-5.7pp | 78.15%-58.9pp | 29.39%-10.1pp |
| Employer contribution / active EE | $1,530 | $2,235-31.5% | $2,856-46.4% | $2,177-29.7% |
| Participant deferral / active EE | $2,879 | $2,871+0.3% | $3,885-25.9% | $3,514-18.1% |
| Admin fee / account holder | $116 | $384-69.8% | $5,356-97.8% | $847-86.3% |