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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $40,327 |
BPM LLP2 years Filed as: BPM, LLP Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $17,119 |
Service code 15 · EIN 26-3148951 111 N. POST STREET · SPOKANE, WA 99201 | Recordkeeping | $15,565 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,699 | $63,471-48.5% | $68,803-52.5% | $66,949-51.2% |
| Participation rate | 98.3% | 60.0%+38.4pp | 69.0%+29.3pp | 69.8%+28.5pp |
| Annual return | -16.02% | -8.29%-7.7pp | -6.37%-9.7pp | 1.57%-17.6pp |
| Employer contribution / active EE | $2,217 | $1,776+24.8% | $2,656-16.5% | $2,545-12.9% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $287 | $578-50.3% | $4,936-94.2% | $594-51.6% |