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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 24 · EIN 42-0127290 | Discretionary Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,101 | $76,112+110.4% | $96,534+65.8% | $71,511+123.9% |
| Participation rate | 98.9% | 74.4%+24.5pp | 76.0%+22.9pp | 67.9%+31.0pp |
| Annual return | 16.32% | 22.81%-6.5pp | 25.88%-9.6pp | 28.86%-12.5pp |
| Employer contribution / active EE | $4,086 | $2,248+81.8% | $2,965+37.8% | $2,589+57.8% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $10 | $2,708-99.6% | $8,253-99.9% | $1,588-99.4% |