Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,281 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $16,401 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,804 | $55,446-31.8% | $155,574-75.7% | $74,429-49.2% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.7pp | 67.2%+26.7pp |
| Annual return | 16.14% | 269.20%-253.1pp | 64.87%-48.7pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $808 | $2,266-64.3% | $4,676-82.7% | $2,625-69.2% |
| Participant deferral / active EE | $4,915 | $2,836+73.3% | $5,629-12.7% | $4,348+13.0% |
| Admin fee / account holder | $233 | $1,743-86.6% | $15,914-98.5% | $1,944-88.0% |