Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,265 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $12,846 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,093 | $63,768-46.5% | $98,506-65.4% | $79,389-57.1% |
| Participation rate | 60.7% | 69.9%-9.2pp | 73.3%-12.6pp | 70.7%-10.0pp |
| Annual return | 14.03% | 626.18%-612.2pp | 1494.92%-1480.9pp | 116.89%-102.9pp |
| Employer contribution / active EE | $1,453 | $2,558-43.2% | $2,961-50.9% | $2,428-40.2% |
| Participant deferral / active EE | $3,060 | $3,305-7.4% | $4,277-28.5% | $4,046-24.4% |
| Admin fee / account holder | $223 | $516-56.7% | $5,955-96.3% | $626-64.4% |