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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $14,072 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,036 | $60,396-35.4% | $111,392-65.0% | $56,287-30.6% |
| Participation rate | 97.3% | 72.4%+24.9pp | 78.9%+18.5pp | 69.9%+27.5pp |
| Annual return | 26.10% | 20.26%+5.8pp | -2.06%+28.2pp | -9.96%+36.1pp |
| Employer contribution / active EE | $0 | $3,459-100.0% | $4,328-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $4,421-100.0% | $5,567-100.0% | $3,350-100.0% |
| Admin fee / account holder | $54 | $610-91.1% | $12,266-99.6% | $521-89.6% |