The Total View - (Page 12) Fast Facts Over 100 retirement plan sponsors had three or more retirement plans with administrative services provided by The Principal®. Plan Combination Percent of Clients 60% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 53% 49% 50% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 40% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 29% 30% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 26% 2005 2006 20% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 11% 11% 10% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 5% 5% 3% 3% 1% 1% 1% 1% 0% 1% 0% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– DC/DC DC/DB DC/DB/ESOP DC/DB/NQ DC/ESOP/NQ DC/NQ Other DC/ESOP 2006 sales of new total retirement solutions plans increased 145% and total retirement solutions assets increased by 90%. Plan Combo DC/DB DC/ESOP % Plans 17.6% 12.9% 0.0% 30.7% 0.0% 1.3% 0.5% 6.2% 0.5% 0.0% 1.6% 28.1% 0.7% 100% % Assets 12.9% 19.3% 0.0% 36.3% 0.0% 1.3% 0.3% 4.2% 2.4% 0.0% 10.8% 11.7% 0.7% 100% New Sales of Plan Combos* The most popular combination of multiple-plan sales in 2006 was defined contribution and nonqualified. DB/ESOP DC/NQ ESOP/NQ DB/NQ DC/DB/ESOP DC/DB/NQ DC/ESOP/NQ DC/ESOP/DB DC/DB/ESOP/NQ DC/DC DB/DB Total * Percentages in graphs are rounded to the nearest integer percentages in order to increase readability and may not total exactly 100%. 12
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