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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL Service code 15 PO BOX 9394 · DES MOINES, IA 503069394 | Recordkeeping | $18,674 |
Annual investment return 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 | $106,529 | $72,273+47.4% | $101,275+5.2% | $79,856+33.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.85% | 22.30%-15.4pp | 46.48%-39.6pp | 31.71%-24.9pp |
| Employer contribution / active EE | $11,702 | $2,691+334.8% | $3,660+219.7% | $2,471+373.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $59 | $4,401-98.7% | $5,948-99.0% | $5,306-98.9% |