Filed November 25, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $16,676 |
MERCER6 years Service code 11 · EIN 13-2934414 | Actuarial | $7,209 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 4.89% | 9.01%-4.1pp | -0.73%+5.6pp | 9.01%-4.1pp |
| Employer contribution / active EE | $13,333 | $12,866+3.6% | $28,477-53.2% | $12,866+3.6% |
| Participant deferral / active EE | $0 | $260-100.0% | $476-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |