Filed June 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $277,420 |
MERCER7 years Service code 11 · EIN 13-2934414 | Actuarial | $92,346 |
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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 | $13,363-100.0% | $381,452-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 33.3%-33.3pp | 2.2%-2.2pp |
| Annual return | 0.54% | 9.11%-8.6pp | 7.47%-6.9pp | 9.11%-8.6pp |
| Employer contribution / active EE | $18,059 | $12,231+47.6% | $44,557-59.5% | $12,231+47.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $182-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,849-100.0% | $125-100.0% |