Filed November 23, 2022 (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 | $138,068 |
MERCER9 years Service code 11 · EIN 13-2934414 | Actuarial | $70,056 |
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Employer contribution per participant 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 | 5.13% | 10.61%-5.5pp | 2.70%+2.4pp | 10.61%-5.5pp |
| Employer contribution / active EE | $1,816 | $15,605-88.4% | $34,680-94.8% | $15,605-88.4% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $205-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |