Filed May 25, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,325 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $5,407 |
Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $5,264 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,823-100.0% | $56,546-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 50.6%-50.6pp | 44.5%-44.5pp |
| Annual return | -14.63% | -10.39%-4.2pp | -11.22%-3.4pp | -14.65%0pp |
| Employer contribution / active EE | $21,015 | $40,078-47.6% | $32,882-36.1% | $46,321-54.6% |
| Participant deferral / active EE | $0 | $405-100.0% | $579-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,766-100.0% | $1,473-100.0% | $14,582-100.0% |