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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRINCIPAL BANK Service code 27 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $32,403 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,874-100.0% | $179,823-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 42.1%-42.1pp | 11.0%-11.0pp |
| Annual return | 18.54% | 7.34%+11.2pp | 148.78%-130.2pp | 8.21%+10.3pp |
| Employer contribution / active EE | $11,977 | $7,073+69.3% | $26,858-55.4% | $13,841-13.5% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,660-100.0% | $1,652-100.0% |