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 | $136,471+171.7% | $161,149+130.1% | $100,573+268.7% |
| Participation rate | 99.7% | 79.3%+20.5pp | 78.8%+20.9pp | 70.9%+28.8pp |
| Annual return | 16.83% | 17.32%-0.5pp | 21.16%-4.3pp | 18.89%-2.1pp |
| Employer contribution / active EE | $13,446 | $4,699+186.2% | $4,360+208.4% | $3,763+257.3% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $6,153-100.0% | $4,921-100.0% |
| Admin fee / account holder | $79 | $120-34.1% | $15,194-99.5% | $454-82.6% |