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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $6,663 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,630 | $106,264-52.4% | $147,117-65.6% | $77,762-34.9% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 74.77% | 56.94%+17.8pp | 420.54%-345.8pp | 31.27%+43.5pp |
| Employer contribution / active EE | $7,267 | $4,074+78.4% | $4,932+47.3% | $2,728+166.4% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $14 | $334-95.9% | $12,993-99.9% | $433-96.9% |