Filed December 13, 2021 (most recent of 14 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $141,526 |
SUMMIT FIDUCIARY GROUP2 years Service code 25 · EIN 92-3858998 | Directed Trustee | $120,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON LLP- AUDIT FEE Service code 10 · EIN 33-6055558 | Accounting | $21,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,774 | $89,670+313.5% | $173,730+113.4% | $89,670+313.5% |
| Participation rate | 99.7% | 71.2%+28.6pp | 79.6%+20.1pp | 71.2%+28.6pp |
| Annual return | 16.83% | 19.66%-2.8pp | 19.96%-3.1pp | 19.66%-2.8pp |
| Employer contribution / active EE | $13,446 | $4,041+232.7% | $4,577+193.7% | $4,041+232.7% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $6,326-100.0% | $3,962-100.0% |
| Admin fee / account holder | $79 | $352-77.5% | $17,523-99.5% | $352-77.5% |