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| Provider | Service type | Compensation |
|---|---|---|
HELMHOLDT+COMPANY LLP, CPAS3 years Service code 10 · EIN 38-2627062 | Accounting | $26,230 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $11,063 |
Filed as: PRINCIPAL LIFE ISURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $9,015 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 4.02% | 9.45%-5.4pp | 5.04%-1.0pp | 7.65%-3.6pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,454-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |