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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 | $24,265-100.0% | $444,773-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 9.3%-9.3pp |
| Annual return | 3.02% | 7.83%-4.8pp | 6.38%-3.4pp | 9.76%-6.7pp |
| Employer contribution / active EE | $14,815 | $11,438+29.5% | $39,647-62.6% | $12,965+14.3% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $37,010-100.0% | $4,785-100.0% |