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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,784 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,414 |
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 | $54,332 | $61,172-11.2% | $185,851-70.8% | $79,389-31.6% |
| Participation rate | 69.2% | 66.6%+2.6pp | 81.7%-12.5pp | 70.7%-1.5pp |
| Annual return | 14.22% | 19.45%-5.2pp | 122.11%-107.9pp | 116.89%-102.7pp |
| Employer contribution / active EE | $729 | $2,321-68.6% | $5,168-85.9% | $2,428-70.0% |
| Participant deferral / active EE | $3,710 | $2,788+33.1% | $5,569-33.4% | $4,046-8.3% |
| Admin fee / account holder | $29 | $710-95.9% | $16,245-99.8% | $626-95.3% |