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 | $109,527 |
MERCER8 years Service code 11 · EIN 13-2934414 | Actuarial | $34,428 |
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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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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 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 25.12% | 8.76%+16.4pp | 5.83%+19.3pp | 8.76%+16.4pp |
| Employer contribution / active EE | $29,747 | $16,664+78.5% | $38,332-22.4% | $16,664+78.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $165-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |