Filed April 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $36,220 |
MERCER7 years Service code 11 · EIN 13-2934414 | Actuarial | $26,280 |
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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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 0.0%0pp | 2.7%-2.7pp |
| Annual return | 5.07% | 8.35%-3.3pp | 0.11%+5.0pp | 8.35%-3.3pp |
| Employer contribution / active EE | $10,435 | $17,935-41.8% | $26,552-60.7% | $17,935-41.8% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $370-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |