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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,864 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,850 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $159,233 | $73,638+116.2% | $95,964+65.9% | $73,497+116.7% |
| Participation rate | 98.8% | 76.2%+22.6pp | 77.1%+21.7pp | 70.7%+28.1pp |
| Annual return | 17.16% | 16.78%+0.4pp | 91.64%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,417 | $1,863-24.0% | $2,541-44.3% | $2,270-37.6% |
| Participant deferral / active EE | $6,492 | $3,617+79.5% | $4,167+55.8% | $3,740+73.6% |
| Admin fee / account holder | $16 | $482-96.6% | $6,797-99.8% | $513-96.8% |