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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,434 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,223 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,032 | $54,763+42.5% | $90,324-13.6% | $72,976+6.9% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 5.19% | 30.63%-25.4pp | 78.15%-73.0pp | 81.02%-75.8pp |
| Employer contribution / active EE | $2,732 | $2,093+30.5% | $2,856-4.3% | $2,440+12.0% |
| Participant deferral / active EE | $5,349 | $2,887+85.3% | $3,885+37.7% | $3,608+48.3% |
| Admin fee / account holder | $37 | $3,973-99.1% | $5,356-99.3% | $5,124-99.3% |