Filed November 23, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% | 10.52%-5.4pp | -0.73%+5.9pp | 10.52%-5.4pp |
| Employer contribution / active EE | $1,816 | $15,140-88.0% | $28,477-93.6% | $15,140-88.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $476-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |