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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) | $42,365 |
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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 | $49,655-100.0% | $231,535-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 45.5%-45.5pp | 18.6%-18.6pp |
| Annual return | 14.82% | 13.03%+1.8pp | 12.92%+1.9pp | 9.77%+5.1pp |
| Employer contribution / active EE | $11,241 | $4,701+139.1% | $24,425-54.0% | $13,890-19.1% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $262,349-100.0% | $2,893-100.0% |