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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $21,992 |
MERCER8 years Service code 11 · EIN 13-2934414 | Actuarial | $8,032 |
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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 | $52,198-100.0% | $417,381-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 11.0%-11.0pp |
| Annual return | 11.17% | 11.15%0pp | 5.83%+5.3pp | 8.21%+3.0pp |
| Employer contribution / active EE | $8,842 | $9,842-10.2% | $38,332-76.9% | $13,843-36.1% |
| Participant deferral / active EE | $2,932 | $554+429.6% | $165+1675.6% | $61+4670.2% |
| Admin fee / account holder | $0 | $1,652-100.0% | $6,587-100.0% | $1,652-100.0% |