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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,384 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $7,120 |
Employer 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 | $22,544 | $45,872-50.9% | $77,100-70.8% | $68,490-67.1% |
| Participation rate | 84.6% | 55.9%+28.7pp | 67.9%+16.7pp | 67.9%+16.7pp |
| Annual return | -19.32% | 1.73%-21.0pp | 42.35%-61.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,480 | $2,963+17.5% | $4,430-21.4% | $4,028-13.6% |
| Admin fee / account holder | $281 | $3,041-90.8% | $5,443-94.8% | $5,403-94.8% |