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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,961 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $5,391 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,840 |
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 | $32,925 | $66,124-50.2% | $90,430-63.6% | $73,493-55.2% |
| Participation rate | 90.9% | 69.7%+21.2pp | 72.7%+18.2pp | 70.7%+20.2pp |
| Annual return | 15.64% | 17.65%-2.0pp | 1293.73%-1278.1pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,089 | $2,346-11.0% | $3,262-36.0% | $2,270-8.0% |
| Participant deferral / active EE | $1,768 | $3,039-41.8% | $3,963-55.4% | $3,740-52.7% |
| Admin fee / account holder | $20 | $396-95.0% | $5,613-99.6% | $513-96.1% |