Filed March 25, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $63,050 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $59,735 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | -0.25% | 7.83%-8.1pp | 8.34%-8.6pp | 13.05%-13.3pp |
| Employer contribution / active EE | $63 | $34,993-99.8% | $30,790-99.8% | $37,652-99.8% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |