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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $15,347 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,870 | $88,083-68.4% | $164,813-83.1% | $74,495-62.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | -2.96% | 17.26%-20.2pp | 69.93%-72.9pp | 1364.94%-1367.9pp |
| Employer contribution / active EE | $1,523 | $2,593-41.3% | $4,341-64.9% | $2,623-42.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $81 | $2,234-96.4% | $12,690-99.4% | $1,942-95.8% |