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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $25,133 |
MERCER9 years Service code 11 · EIN 13-2934414 | Actuarial | $14,956 |
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,981-100.0% | - | $33,981-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 0.0%0pp | 15.3%-15.3pp |
| Annual return | 5.28% | 9.75%-4.5pp | 2.70%+2.6pp | 9.75%-4.5pp |
| Employer contribution / active EE | $9,655 | $13,830-30.2% | $34,680-72.2% | $13,830-30.2% |
| Participant deferral / active EE | $3,338 | $110+2940.8% | $205+1527.6% | $110+2940.8% |
| Admin fee / account holder | $0 | $2,810-100.0% | - | $2,810-100.0% |