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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $22,308 |
MERCER9 years Service code 11 · EIN 13-2934414 | Actuarial | $7,883 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 5.13% | 9.31%-4.2pp | 0.11%+5.0pp | 9.31%-4.2pp |
| Employer contribution / active EE | $0 | $13,179-100.0% | $26,552-100.0% | $13,179-100.0% |
| Participant deferral / active EE | $0 | $193-100.0% | $370-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |