Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $22,626 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,410 |
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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 | $37,118-100.0% | $247,553-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.4%-50.4pp | 12.4%-12.4pp |
| Annual return | 8.42% | 10.14%-1.7pp | 32.33%-23.9pp | 9.89%-1.5pp |
| Employer contribution / active EE | $32,836 | $16,236+102.2% | $33,960-3.3% | $14,313+129.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |