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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 | $122,128+255.7% | $147,117+195.3% | $200,096+117.1% |
| Participation rate | 96.7% | 78.2%+18.5pp | 82.2%+14.5pp | 72.0%+24.7pp |
| Annual return | 15.18% | 30.58%-15.4pp | 420.54%-405.4pp | 34.26%-19.1pp |
| Employer contribution / active EE | $12,852 | $4,093+214.0% | $4,932+160.6% | $3,038+323.1% |
| Participant deferral / active EE | $15,885 | $8,484+87.2% | $8,065+97.0% | $5,090+212.1% |
| Admin fee / account holder | $134 | $180-25.6% | $12,993-99.0% | $269-50.4% |