Filed July 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,788 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,673 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,206 | $51,620+30.2% | $90,304-25.6% | $65,185+3.1% |
| Participation rate | 87.1% | 68.6%+18.5pp | 73.3%+13.8pp | 70.2%+16.9pp |
| Annual return | 24.92% | 24.94%0pp | 78.13%-53.2pp | 29.38%-4.5pp |
| Employer contribution / active EE | $7,872 | $2,235+252.3% | $2,855+175.7% | $2,177+261.6% |
| Participant deferral / active EE | $7,078 | $2,871+146.6% | $3,885+82.2% | $3,514+101.4% |
| Admin fee / account holder | $15 | $384-96.2% | $5,354-99.7% | $847-98.3% |