Filed May 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $19,585 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,393 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,538 | $52,293-12.9% | $178,498-74.5% | $73,412-38.0% |
| Participation rate | 70.0% | 65.3%+4.7pp | 81.9%-11.9pp | 72.2%-2.1pp |
| Annual return | 16.63% | 34.75%-18.1pp | 151.09%-134.5pp | 59.30%-42.7pp |
| Employer contribution / active EE | $634 | $1,735-63.5% | $5,011-87.3% | $2,234-71.6% |
| Participant deferral / active EE | $2,855 | $2,332+22.4% | $5,202-45.1% | $3,806-25.0% |
| Admin fee / account holder | $27 | $127-79.2% | $13,985-99.8% | $158-83.2% |