Filed May 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,282 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $5,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $151,892-100.0% | $97,195-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 45.3%-45.3pp | 34.1%-34.1pp |
| Annual return | 2.38% | 3.50%-1.1pp | 5.08%-2.7pp | 13.02%-10.6pp |
| Employer contribution / active EE | $43,860 | $28,654+53.1% | $21,287+106.0% | $34,257+28.0% |
| Participant deferral / active EE | $0 | $341-100.0% | $803-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $26,557-100.0% | $19,300-100.0% | $39,117-100.0% |