Filed April 24, 2020 (most recent of 2 filings on file)
Total covered: 86 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,882 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,956 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $96,188 | $52,293+83.9% | $178,490-46.1% | $73,409+31.0% |
| Participation rate | 88.0% | 65.3%+22.7pp | 81.9%+6.1pp | 72.2%+15.9pp |
| Annual return | 12.70% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $2,831 | $1,735+63.1% | $5,011-43.5% | $2,234+26.7% |
| Participant deferral / active EE | $4,854 | $2,332+108.1% | $5,202-6.7% | $3,805+27.6% |
| Admin fee / account holder | $158 | $127+23.9% | $13,984-98.9% | $1580% |