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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,726 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $13,765 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,983 | $51,223-39.5% | $82,763-62.6% | $66,949-53.7% |
| Participation rate | 60.2% | 67.9%-7.7pp | 72.6%-12.4pp | 69.8%-9.6pp |
| Annual return | -18.69% | -9.85%-8.8pp | 702.45%-721.1pp | 1.57%-20.3pp |
| Employer contribution / active EE | $1,344 | $2,611-48.5% | $3,008-55.3% | $2,545-47.2% |
| Participant deferral / active EE | $2,859 | $3,460-17.4% | $4,395-35.0% | $4,239-32.6% |
| Admin fee / account holder | $225 | $415-45.7% | $5,325-95.8% | $594-62.0% |