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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $30,554 |
Filed as: PRINCIPAL SECURITIES, INC Service code 55 | Other Commissions | $12,120 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD CRT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $163,864 | $77,920+110.3% | $149,723+9.4% | $75,177+118.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.12% | 31.72%-15.6pp | 134.50%-118.4pp | 160.75%-144.6pp |
| Employer contribution / active EE | $4,517 | $3,138+43.9% | $4,821-6.3% | $2,671+69.1% |
| Participant deferral / active EE | $5,571 | $3,411+63.3% | $5,682-2.0% | $4,126+35.0% |
| Admin fee / account holder | $35 | $5,951-99.4% | $13,215-99.7% | $5,651-99.4% |