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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $41,133 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,972 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $119,197 | $85,135+40.0% | $98,916+20.5% | $73,412+62.4% |
| Participation rate | 88.3% | 81.1%+7.2pp | 76.0%+12.3pp | 72.2%+16.2pp |
| Annual return | 16.48% | 19.14%-2.7pp | 196.45%-180.0pp | 59.30%-42.8pp |
| Employer contribution / active EE | $2,060 | $2,721-24.3% | $2,689-23.4% | $2,234-7.8% |
| Participant deferral / active EE | $8,078 | $4,349+85.7% | $4,245+90.3% | $3,806+112.3% |
| Admin fee / account holder | $21 | $139-84.9% | $6,642-99.7% | $158-86.7% |