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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $14,891 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,420 | $93,617-29.1% | $135,982-51.2% | $75,177-11.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 60.62% | 30.89%+29.7pp | 68.32%-7.7pp | 160.75%-100.1pp |
| Employer contribution / active EE | $8,107 | $3,538+129.1% | $4,859+66.8% | $2,671+203.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $102 | $6,980-98.5% | $10,767-99.1% | $5,651-98.2% |