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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $49,419 |
MERCER9+ years Service code 11 · EIN 30-0282430 | Actuarial | $43,834 |
Filed as: PRINCIPAL BANK Service code 26 · EIN 42-1466678 | Advisory (Participants) | $35,030 |
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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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 12.79% | 9.67%+3.1pp | 7.69%+5.1pp | 22.81%-10.0pp |
| Employer contribution / active EE | $1,819 | $11,016-83.5% | $28,501-93.6% | $18,290-90.1% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |