Filed April 24, 2020 (most recent of 2 filings on file)
Total covered: 86 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,489 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,954 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,454 | $56,511+90.1% | $185,837-42.2% | $86,813+23.8% |
| Participation rate | 90.5% | 65.5%+25.0pp | 81.7%+8.8pp | 72.3%+18.2pp |
| Annual return | 11.72% | 118.12%-106.4pp | 122.08%-110.4pp | 97.93%-86.2pp |
| Employer contribution / active EE | $2,644 | $1,844+43.4% | $5,168-48.8% | $2,406+9.9% |
| Participant deferral / active EE | $5,269 | $2,554+106.3% | $5,568-5.4% | $4,131+27.5% |
| Admin fee / account holder | $193 | $150+28.9% | $16,241-98.8% | $170+13.7% |