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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,730 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,212 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,180 | $61,166+21.3% | $185,837-60.1% | $79,393-6.6% |
| Participation rate | 60.1% | 66.6%-6.5pp | 81.7%-21.6pp | 70.7%-10.6pp |
| Annual return | 16.11% | 19.45%-3.3pp | 122.08%-106.0pp | 116.87%-100.8pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,722 | $2,789-2.4% | $5,568-51.1% | $4,046-32.7% |
| Admin fee / account holder | $12 | $710-98.3% | $16,241-99.9% | $627-98.1% |