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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,356 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,255 | $98,766-23.8% | $149,730-49.7% | $79,852-5.8% |
| Participation rate | 74.4% | 75.8%-1.3pp | 82.5%-8.0pp | 69.6%+4.8pp |
| Annual return | 17.59% | 27.43%-9.8pp | 276.70%-259.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $2,224 | $3,217-30.9% | $4,645-52.1% | $2,471-10.0% |
| Participant deferral / active EE | $3,914 | $5,681-31.1% | $6,843-42.8% | $3,740+4.7% |
| Admin fee / account holder | $25 | $6,052-99.6% | $9,310-99.7% | $5,306-99.5% |