Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 | Advisory (Plan) | $24,292 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,650 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 7.53% | 10.11%-2.6pp | 10.75%-3.2pp | 11.84%-4.3pp |
| Employer contribution / active EE | $21,818 | $14,976+45.7% | $35,170-38.0% | $17,339+25.8% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |