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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-1520346 | Recordkeeping | $39,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,191 | $58,292+51.3% | $86,640+1.8% | $71,511+23.3% |
| Participation rate | 56.9% | 65.0%-8.1pp | 71.7%-14.8pp | 67.9%-11.1pp |
| Annual return | 14.53% | 21.63%-7.1pp | 592.52%-578.0pp | 28.86%-14.3pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,509 | $3,438+31.1% | $4,438+1.6% | $4,291+5.1% |
| Admin fee / account holder | $221 | $1,057-79.1% | $5,616-96.1% | $1,588-86.1% |