Filed May 24, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $17,070 |
Participant contribution per participant 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 | $77,904 | $81,719-4.7% | $101,248-23.1% | $90,288-13.7% |
| Participation rate | 99.9% | 80.7%+19.2pp | 75.8%+24.1pp | 73.4%+26.6pp |
| Annual return | 19.59% | 337.64%-318.0pp | 46.47%-26.9pp | 53.97%-34.4pp |
| Employer contribution / active EE | $1,178 | $3,622-67.5% | $3,660-67.8% | $2,524-53.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $6 | $162-96.2% | $5,945-99.9% | $114-94.6% |