Filed September 2, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 27 · EIN 42-1238567 | Advisory (Plan) | $7,687,552 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,240,998 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET Service code 16 · EIN 04-1867445 | Consulting | $256,142 |
IDC6 years Service code 49 · EIN 13-3668779 | Other Services | $48,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 9.49% | 9.17%+0.3pp | 8.95%+0.5pp | 13.51%-4.0pp |
| Employer contribution / active EE | $3,743 | $5,235-28.5% | $46,559-92.0% | $8,170-54.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |