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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,121 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,756 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,286 | $55,453-36.4% | $170,435-79.3% | $62,293-43.4% |
| Participation rate | 66.7% | 66.4%+0.3pp | 83.6%-16.9pp | 69.5%-2.8pp |
| Annual return | 17.02% | 21.38%-4.4pp | 205.94%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $647 | $2,164-70.1% | $5,432-88.1% | $2,042-68.3% |
| Participant deferral / active EE | $3,158 | $2,303+37.1% | $4,939-36.1% | $3,169-0.3% |
| Admin fee / account holder | $24 | $455-94.8% | $13,881-99.8% | $479-95.0% |