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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $21,432 |
MERCER7 years Service code 11 · EIN 13-2934414 | Actuarial | $7,979 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $282,865-100.0% | $381,452-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 12.4%-12.4pp |
| Annual return | -7.23% | 1.58%-8.8pp | 7.47%-14.7pp | 9.89%-17.1pp |
| Employer contribution / active EE | $8,750 | $9,266-5.6% | $44,557-80.4% | $14,313-38.9% |
| Participant deferral / active EE | $3,004 | $431+597.7% | $182+1554.5% | $71+4144.8% |
| Admin fee / account holder | $0 | $9,084-100.0% | $3,849-100.0% | $9,084-100.0% |