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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 15 · EIN 42-0127290 | Recordkeeping | $38,881 |
USI CONSULTING GROUP2 years Service code 11 · EIN 34-1213174 | Actuarial | $22,013 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -15.62% | -3.51%-12.1pp | -5.12%-10.5pp | -5.25%-10.4pp |
| Employer contribution / active EE | $14,629 | $11,313+29.3% | $31,020-52.8% | $15,161-3.5% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |