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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $178,208 |
BILKEY KATZ INVESTMENT MANAGER10+ years Service code 27 · EIN 13-4226829 | Advisory (Plan) | $140,000 |
USI CONSULTING GROUP4 years Service code 17 · EIN 06-1053228 | Pension Consulting | $9,956 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,460 | $122,219+255.5% | $147,096+195.4% | $199,921+117.3% |
| Participation rate | 96.7% | 78.3%+18.4pp | 82.2%+14.5pp | 72.0%+24.7pp |
| Annual return | 15.18% | 30.59%-15.4pp | 419.75%-404.6pp | 34.28%-19.1pp |
| Employer contribution / active EE | $12,852 | $4,096+213.8% | $4,936+160.4% | $3,035+323.4% |
| Participant deferral / active EE | $15,885 | $8,503+86.8% | $8,071+96.8% | $5,089+212.2% |
| Admin fee / account holder | $134 | $179-25.5% | $13,005-99.0% | $269-50.4% |