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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,675 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $23,549 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | 9.11% | -11.20%+20.3pp | 10.22%-1.1pp | -5.25%+14.4pp |
| Employer contribution / active EE | $16,629 | $17,775-6.4% | $51,212-67.5% | $15,161+9.7% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |