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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,978 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,276 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,484 | $55,453-19.8% | $170,435-73.9% | $62,293-28.6% |
| Participation rate | 44.9% | 66.4%-21.4pp | 83.6%-38.6pp | 69.5%-24.6pp |
| Annual return | 10.47% | 21.38%-10.9pp | 205.94%-195.5pp | 28.90%-18.4pp |
| Employer contribution / active EE | $624 | $2,164-71.2% | $5,432-88.5% | $2,042-69.4% |
| Participant deferral / active EE | $899 | $2,303-61.0% | $4,939-81.8% | $3,169-71.6% |
| Admin fee / account holder | $13 | $455-97.3% | $13,881-99.9% | $479-97.4% |