Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,523 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,031 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $191,132 | $73,638+159.6% | $95,960+99.2% | $73,493+160.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 9.14% | 16.78%-7.6pp | 91.63%-82.5pp | 28.51%-19.4pp |
| Employer contribution / active EE | $6,179 | $1,863+231.7% | $2,541+143.1% | $2,270+172.2% |
| Participant deferral / active EE | $4,981 | $3,617+37.7% | $4,167+19.5% | $3,740+33.2% |
| Admin fee / account holder | $352 | $482-27.0% | $6,797-94.8% | $513-31.4% |