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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRINCIPAL BANK Service code 21 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $22,537 |
SAVASTA AND COMPANY, INC.10+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $8,775 |
ROSENBERG RICH BAKER BERMAN4 years Service code 10 · EIN 22-3271252 | Accounting | $6,011 |
MURPHY ANDERSON PLLC8 years Service code 29 · EIN 26-3092374 | Legal | $5,350 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $179,823-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 42.1%-42.1pp | 2.1%-2.1pp |
| Annual return | 16.47% | 7.65%+8.8pp | 148.78%-132.3pp | 7.65%+8.8pp |
| Employer contribution / active EE | $1,156 | $20,582-94.4% | $26,858-95.7% | $20,582-94.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $63-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,660-100.0% | $193-100.0% |