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 | $333,507 |
MERCER9 years Service code 11 · EIN 13-2934414 | Actuarial | $126,541 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE Service code 29 · EIN 44-0561981 | Legal | $10,526 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.17% | 8.88%-3.7pp | -0.73%+5.9pp | 8.88%-3.7pp |
| Employer contribution / active EE | $10,161 | $15,934-36.2% | $28,477-64.3% | $15,934-36.2% |
| Participant deferral / active EE | $0 | $753-100.0% | $476-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |