Filed November 18, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $38,093 |
Service code 11 · EIN 42-0127290 | Actuarial | $27,125 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $25,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 0.50% | 7.65%-7.2pp | 4.95%-4.5pp | 7.65%-7.2pp |
| Employer contribution / active EE | $8,768 | $20,582-57.4% | $20,917-58.1% | $20,582-57.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |