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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,600 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $26,752 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | $490,217-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 15.3%-15.3pp |
| Annual return | 3.02% | 8.88%-5.9pp | 7.21%-4.2pp | 9.75%-6.7pp |
| Employer contribution / active EE | $14,815 | $15,038-1.5% | $39,652-62.6% | $13,830+7.1% |
| Participant deferral / active EE | $0 | $0 | $95-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $28,496-100.0% | $2,810-100.0% |