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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,392 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,690 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,057 | $47,977-64.4% | $154,108-88.9% | $56,289-69.7% |
| Participation rate | 69.5% | 66.2%+3.4pp | 83.0%-13.5pp | 69.9%-0.3pp |
| Annual return | -8.32% | 3.54%-11.9pp | 735.21%-743.5pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,881 | $2,169-13.3% | $5,298-64.5% | $2,111-10.9% |
| Participant deferral / active EE | $1,644 | $2,392-31.3% | $5,081-67.6% | $3,350-50.9% |
| Admin fee / account holder | $150 | $438-65.8% | $13,411-98.9% | $521-71.3% |