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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,022 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,044 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,685 | $58,895-15.6% | $178,503-72.2% | $73,497-32.4% |
| Participation rate | 67.9% | 66.2%+1.7pp | 81.9%-14.0pp | 70.7%-2.8pp |
| Annual return | 15.29% | 24.86%-9.6pp | 151.12%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $723 | $2,236-67.6% | $5,011-85.6% | $2,270-68.1% |
| Participant deferral / active EE | $3,524 | $2,567+37.3% | $5,202-32.3% | $3,740-5.8% |
| Admin fee / account holder | $31 | $400-92.2% | $13,987-99.8% | $513-93.9% |