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 | $16,182 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $6,712 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,121 | $53,841-49.6% | $75,731-64.2% | $85,851-68.4% |
| Participation rate | 94.6% | 69.0%+25.6pp | 74.8%+19.8pp | 69.3%+25.3pp |
| Annual return | 20.11% | 24.54%-4.4pp | 104.65%-84.5pp | 318.63%-298.5pp |
| Employer contribution / active EE | $3,429 | $2,017+70.0% | $2,743+25.0% | $2,565+33.6% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $195 | $3,340-94.2% | $3,620-94.6% | $6,261-96.9% |