Filed January 26, 2017 (most recent of 4 filings on file)
Total covered: 25 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $297,775 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $2,278,297-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 5.6%-5.6pp | 5.6%-5.6pp |
| Annual return | -16.85% | 39.82%-56.7pp | 111.29%-128.1pp | 39.82%-56.7pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $46,003-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $62-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |