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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,163 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,994 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,430 | $69,362+1.5% | $101,248-30.4% | $73,488-4.2% |
| Participation rate | 78.0% | 68.4%+9.6pp | 75.8%+2.2pp | 70.7%+7.3pp |
| Annual return | 4.44% | 18.46%-14.0pp | 46.47%-42.0pp | 28.51%-24.1pp |
| Employer contribution / active EE | $3,225 | $2,628+22.7% | $3,660-11.9% | $2,270+42.1% |
| Participant deferral / active EE | $4,061 | $3,300+23.1% | $4,370-7.1% | $3,740+8.6% |
| Admin fee / account holder | $29 | $704-95.9% | $5,945-99.5% | $513-94.4% |