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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,941 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $16,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,710 | $60,393-29.3% | $81,820-47.8% | $74,429-42.6% |
| Participation rate | 64.4% | 62.9%+1.5pp | 72.4%-8.0pp | 67.2%-2.8pp |
| Annual return | 13.02% | 16.89%-3.9pp | 777.93%-764.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,403 | $2,626-46.6% | $2,915-51.9% | $2,625-46.6% |
| Participant deferral / active EE | $3,170 | $3,397-6.7% | $4,323-26.7% | $4,348-27.1% |
| Admin fee / account holder | $278 | $1,491-81.3% | $7,391-96.2% | $1,944-85.7% |