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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,336 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,550 |
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 | $28,865 | $66,302-56.5% | $110,243-73.8% | $56,287-48.7% |
| Participation rate | 98.0% | 74.9%+23.1pp | 79.8%+18.2pp | 69.9%+28.1pp |
| Annual return | 3.31% | -1.18%+4.5pp | 314.76%-311.4pp | -9.96%+13.3pp |
| Employer contribution / active EE | $2,869 | $2,047+40.1% | $3,827-25.0% | $2,111+35.9% |
| Participant deferral / active EE | $1,953 | $3,381-42.2% | $4,672-58.2% | $3,350-41.7% |
| Admin fee / account holder | $10 | $698-98.6% | $8,548-99.9% | $521-98.1% |