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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,383 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $13,220 |
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 | $40,814 | $66,124-38.3% | $90,461-54.9% | $73,497-44.5% |
| Participation rate | 80.4% | 69.7%+10.7pp | 72.7%+7.7pp | 70.7%+9.7pp |
| Annual return | 18.62% | 17.65%+1.0pp | 1294.76%-1276.1pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,559 | $2,346-33.6% | $3,264-52.2% | $2,270-31.3% |
| Participant deferral / active EE | $2,890 | $3,039-4.9% | $3,964-27.1% | $3,740-22.7% |
| Admin fee / account holder | $170 | $396-57.0% | $5,617-97.0% | $513-66.8% |