Filed November 18, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 42-0127290 | Actuarial | $75,274 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $26,816 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $14,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 8.16% | 9.09%-0.9pp | 8.46%-0.3pp | 22.81%-14.7pp |
| Employer contribution / active EE | $9,402 | $24,513-61.6% | $25,175-62.7% | $18,290-48.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |