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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL ADVISORS INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $25,237 |
PRINCIPAL LIFE INSURANCE COMPANY2+ 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 | $35,636-100.0% | $500,101-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 21.3%-21.3pp | 1.8%-1.8pp |
| Annual return | 5.62% | 7.18%-1.6pp | 2.08%+3.5pp | 7.18%-1.6pp |
| Employer contribution / active EE | $12,222 | $13,095-6.7% | $47,324-74.2% | $13,095-6.7% |
| Participant deferral / active EE | $0 | $385-100.0% | $78-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,916-100.0% | $362-100.0% |