Filed March 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 16 · EIN 51-0099493 | Consulting | $88,043 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $56,950 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 5.17% | 7.00%-1.8pp | 4.95%+0.2pp | 8.21%-3.0pp |
| Employer contribution / active EE | $34,640 | $13,750+151.9% | $20,917+65.6% | $13,837+150.3% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |