Filed December 19, 2023 (most recent of 4 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $48,754 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,631 |
MI-T-M CORPORATION6 years Service code 10 · EIN 42-1014561 | Accounting | $5,989 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,761 | $185,342-57.5% | $111,297-29.2% | $86,799-9.3% |
| Participation rate | 92.1% | 81.0%+11.1pp | 77.3%+14.7pp | 72.3%+19.8pp |
| Annual return | 10.79% | 500.80%-490.0pp | 54.65%-43.9pp | 97.91%-87.1pp |
| Employer contribution / active EE | $1,751 | $2,246-22.1% | $2,731-35.9% | $2,405-27.2% |
| Participant deferral / active EE | $4,980 | $4,458+11.7% | $4,487+11.0% | $4,131+20.6% |
| Admin fee / account holder | $41 | $255-83.8% | $7,964-99.5% | $170-75.6% |