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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Service code 11 · EIN 13-2934414 | Actuarial | $6,802 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $6,780 |
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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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 5.07% | 9.77%-4.7pp | 0.35%+4.7pp | 9.77%-4.7pp |
| Employer contribution / active EE | $8,824 | $13,890-36.5% | $37,220-76.3% | $13,890-36.5% |
| Participant deferral / active EE | $0 | $102-100.0% | $163-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |