Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 27 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $1,467,560 |
STACEY BRAUN ASSOCIATES, INC.10+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $1,220,769 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 18 · EIN 13-5674085 | Securities brokerage; Custodial (othe... | $567,306 |
PNC BANK, N.A.10+ years Filed as: PNC BANK ,N.A. Service code 19 · EIN 22-1146430 | Securities Custodian | $140,439 |
MURPHY ANDERSON PLLC10+ years Service code 29 · EIN 26-3092374 | Legal | $131,932 |
HEALTH PLAN SYSTEMS, INC.5 years Service code 49 · EIN 01-0589640 2025 STATE ROUTE 27-SUITE 340 · EDISON, NJ 08817 | Other Services | $109,257 |
ROSENBERG RICH BAKER BERMAN10+ years Service code 10 · EIN 22-3271252 | Accounting | $75,830 |
VINCENT LOMBARDI3 years Filed as: VINCENT PISCITELLI Service code 30 · EIN 22-6051600 | Employee (plan) | $70,265 |
UMBERTO MARICONDA10+ years Service code 30 · EIN 22-6051600 | Employee (plan) | $69,676 |
RICHARD J. WOLF & COMPANY5 years Filed as: RICHARD MELBER Service code 30 · EIN 22-6051600 | Employee (plan) | $63,650 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 21.00% | 8.48%+12.5pp | 148.78%-127.8pp | 8.48%+12.5pp |
| Employer contribution / active EE | $1,589 | $9,949-84.0% | $26,858-94.1% | $9,949-84.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |