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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 | $79,779-18.2% | $153,741-57.5% | $74,478-12.3% |
| Participation rate | 98.6% | 69.9%+28.7pp | 77.1%+21.5pp | 67.2%+31.4pp |
| Annual return | 61.97% | 15.08%+46.9pp | 15.71%+46.3pp | 1370.56%-1308.6pp |
| Employer contribution / active EE | $0 | $4,026-100.0% | $5,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $5,329-100.0% | $6,757-100.0% | $4,350-100.0% |
| Admin fee / account holder | $76 | $1,761-95.7% | $12,749-99.4% | $1,946-96.1% |