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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $24,430 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $0 | $82,591-100.0% | $177,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.8%-11.8pp | 0.8%-0.8pp |
| Annual return | -0.60% | -0.60%0pp | -2.52%+1.9pp | -0.60%0pp |
| Employer contribution / active EE | $19,529 | $12,272+59.1% | $82,375-76.3% | $12,272+59.1% |
| Participant deferral / active EE | $0 | $416-100.0% | $201-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $1,917-100.0% | $717-100.0% |