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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $35,315 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $2,278,297-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 5.6%-5.6pp | 5.6%-5.6pp |
| Annual return | -14.32% | 39.82%-54.1pp | 111.29%-125.6pp | 39.82%-54.1pp |
| Employer contribution / active EE | $17,949 | $19,980-10.2% | $46,003-61.0% | $19,980-10.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $62-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |