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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $15,296 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,261 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,656 | $47,977-29.8% | $154,108-78.2% | $56,289-40.2% |
| Participation rate | 70.4% | 66.2%+4.3pp | 83.0%-12.6pp | 69.9%+0.6pp |
| Annual return | -2.27% | 3.54%-5.8pp | 735.21%-737.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $632 | $2,169-70.9% | $5,298-88.1% | $2,111-70.1% |
| Participant deferral / active EE | $3,220 | $2,392+34.6% | $5,081-36.6% | $3,350-3.9% |
| Admin fee / account holder | $26 | $438-94.1% | $13,411-99.8% | $521-95.0% |