Filed March 19, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-1520346 | Recordkeeping | $190,874 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $190,863 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,162 | $91,746+51.7% | $146,665-5.1% | $93,030+49.6% |
| Participation rate | 99.6% | 80.9%+18.6pp | 80.1%+19.5pp | 73.9%+25.7pp |
| Annual return | 13.76% | 18.28%-4.5pp | 22.74%-9.0pp | 158.70%-144.9pp |
| Employer contribution / active EE | $6,042 | $2,815+114.7% | $4,136+46.1% | $2,706+123.3% |
| Participant deferral / active EE | $7,106 | $4,589+54.8% | $5,506+29.1% | $4,562+55.7% |
| Admin fee / account holder | $104 | $101+2.8% | $10,280-99.0% | $152-31.4% |