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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,470 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,671 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,257 | $50,637-46.2% | $86,582-68.5% | $62,293-56.2% |
| Participation rate | 91.6% | 67.9%+23.7pp | 73.5%+18.1pp | 69.5%+22.1pp |
| Annual return | 18.97% | 20.80%-1.8pp | 965.08%-946.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,732 | $2,075-16.6% | $2,839-39.0% | $2,042-15.2% |
| Participant deferral / active EE | $1,834 | $2,611-29.8% | $3,609-49.2% | $3,169-42.1% |
| Admin fee / account holder | $27 | $413-93.4% | $4,904-99.4% | $479-94.3% |