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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 | $106,247-52.3% | $147,096-65.6% | $77,714-34.9% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 74.77% | 56.87%+17.9pp | 419.75%-345.0pp | 31.26%+43.5pp |
| Employer contribution / active EE | $7,267 | $4,069+78.6% | $4,936+47.2% | $2,727+166.5% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $14 | $338-96.0% | $13,005-99.9% | $433-96.9% |