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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $47,586 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,278 |
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 | $47,673 | $104,336-54.3% | $159,487-70.1% | $86,821-45.1% |
| Participation rate | 95.6% | 77.7%+17.9pp | 82.8%+12.8pp | 72.3%+23.3pp |
| Annual return | 18.76% | 26.32%-7.6pp | 263.71%-244.9pp | 97.94%-79.2pp |
| Employer contribution / active EE | $1,027 | $3,451-70.3% | $4,831-78.8% | $2,406-57.3% |
| Participant deferral / active EE | $6,676 | $6,837-2.4% | $7,354-9.2% | $4,132+61.6% |
| Admin fee / account holder | $17 | $172-89.9% | $10,804-99.8% | $170-89.8% |