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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $22,780 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,294 | $79,700-18.1% | $153,500-57.5% | $74,429-12.3% |
| Participation rate | 98.6% | 69.8%+28.8pp | 77.1%+21.5pp | 67.2%+31.4pp |
| Annual return | 61.97% | 15.07%+46.9pp | 15.70%+46.3pp | 1368.38%-1306.4pp |
| Employer contribution / active EE | $0 | $4,016-100.0% | $5,039-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $5,315-100.0% | $6,756-100.0% | $4,348-100.0% |
| Admin fee / account holder | $76 | $1,790-95.7% | $12,736-99.4% | $1,944-96.1% |