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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 11 · EIN 42-0127290 | Actuarial | $241,831 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $20,948 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $11,493 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK NA Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $7,570 |
WELLS FARGO BANK, N.A.8+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $2,345 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 1.56% | 2.77%-1.2pp | -15.18%+16.7pp | 2.77%-1.2pp |
| Employer contribution / active EE | $0 | $15,262-100.0% | $53,321-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |