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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,423 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $22,357 |
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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 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | -9.13% | 10.02%-19.1pp | 35.16%-44.3pp | 9.89%-19.0pp |
| Employer contribution / active EE | $47,110 | $18,708+151.8% | $46,401+1.5% | $14,313+229.1% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |