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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 | Recordkeeping | $34,585 |
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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 | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 9.15% | 7.03%+2.1pp | 9.82%-0.7pp | 7.65%+1.5pp |
| Employer contribution / active EE | $2,354 | $15,106-84.4% | $30,322-92.2% | $20,582-88.6% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |