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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES, INC. Service code 26 · EIN 42-0941553 | Advisory (Participants) | $69,089 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,082 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,143 | $57,305+153.3% | $86,640+67.5% | $75,173+93.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.20% | 2674.24%-2658.0pp | 592.52%-576.3pp | 160.72%-144.5pp |
| Employer contribution / active EE | $13,108 | $2,316+465.9% | $3,024+333.4% | $2,671+390.8% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |