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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $33,253 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,868 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,029 | $88,122-55.7% | $141,197-72.4% | $67,582-42.2% |
| Participation rate | 95.9% | 76.5%+19.4pp | 82.5%+13.4pp | 71.3%+24.6pp |
| Annual return | 25.23% | 75.40%-50.2pp | 71.41%-46.2pp | 378.57%-353.3pp |
| Employer contribution / active EE | $1,161 | $3,224-64.0% | $4,736-75.5% | $2,148-46.0% |
| Participant deferral / active EE | $5,943 | $5,958-0.3% | $6,710-11.4% | $3,539+67.9% |
| Admin fee / account holder | $14 | $131-89.2% | $10,265-99.9% | $142-90.1% |