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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% | $618,728-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 37.8%-37.8pp | 11.2%-11.2pp |
| Annual return | 3.02% | 9.01%-6.0pp | 2.61%+0.4pp | 9.01%-6.0pp |
| Employer contribution / active EE | $14,815 | $12,866+15.1% | $36,531-59.4% | $12,866+15.1% |
| Participant deferral / active EE | $0 | $260-100.0% | $87-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $69,555-100.0% | $4,785-100.0% |