Filed December 13, 2021 (most recent of 14 filings on file)
| 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 | $85,660+332.8% | $216,567+71.2% | $85,660+332.8% |
| Participation rate | 99.7% | 74.8%+24.9pp | 81.6%+18.1pp | 74.8%+24.9pp |
| Annual return | 16.83% | 19.52%-2.7pp | 12.94%+3.9pp | 19.52%-2.7pp |
| Employer contribution / active EE | $13,446 | $4,199+220.2% | $5,216+157.8% | $4,199+220.2% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $6,191-100.0% | $3,518-100.0% |
| Admin fee / account holder | $79 | $224-64.7% | $21,981-99.6% | $224-64.7% |