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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $10,774 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $217,367-100.0% | $1,867,444-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 25.7%-25.7pp | 11.3%-11.3pp | 45.9%-45.9pp |
| Annual return | 11.56% | 5.61%+5.9pp | 9.84%+1.7pp | 10.21%+1.3pp |
| Employer contribution / active EE | $47,278 | $71,462-33.8% | $50,102-5.6% | $42,272+11.8% |
| Participant deferral / active EE | $0 | $787-100.0% | $612-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $817-100.0% | $18,647-100.0% | $13,518-100.0% |