Filed June 4, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALPHA INVESTMENT CONSULTANT GROUP Service code 16 · EIN 39-1859759 | Consulting | $25,000 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-0127290 | Bank Trustee | $22,556 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -11.49% | -15.55%+4.1pp | -5.12%-6.4pp | 39.82%-51.3pp |
| Employer contribution / active EE | $68,017 | $14,317+375.1% | $31,020+119.3% | $19,980+240.4% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |