Filed August 31, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $148,268 |
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Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 16.42% | 8.76%+7.7pp | 5.83%+10.6pp | 8.76%+7.7pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $38,332-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $165-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |