Filed May 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $31,583 |
MERCER9 years Service code 11 · EIN 13-2934414 | Actuarial | $13,237 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 17.66% | 8.39%+9.3pp | -0.73%+18.4pp | 8.39%+9.3pp |
| Employer contribution / active EE | $4,858 | $18,340-73.5% | $28,477-82.9% | $18,340-73.5% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $476-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |