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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,607 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $9,779 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $27,357 | $52,722-48.1% | $90,461-69.8% | $73,412-62.7% |
| Participation rate | 58.5% | 67.7%-9.2pp | 72.7%-14.2pp | 72.2%-13.7pp |
| Annual return | 16.73% | 20.70%-4.0pp | 1294.76%-1278.0pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,208 | $1,872-35.4% | $3,264-63.0% | $2,234-45.9% |
| Participant deferral / active EE | $2,443 | $2,810-13.1% | $3,964-38.4% | $3,806-35.8% |
| Admin fee / account holder | $166 | $117+42.4% | $5,617-97.0% | $158+5.4% |