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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $177,749 |
BILKEY KATZ INVESTMENT MANAGER9+ years Service code 27 · EIN 13-4226829 | Advisory (Plan) | $140,000 |
USI CONSULTING GROUP3 years Service code 17 · EIN 06-1053228 | Pension Consulting | $27,092 |
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 | $397,664 | $107,415+270.2% | $135,998+192.4% | $80,187+395.9% |
| Participation rate | 93.7% | 78.0%+15.6pp | 81.9%+11.7pp | 72.9%+20.7pp |
| Annual return | 18.44% | 91.99%-73.6pp | 68.37%-49.9pp | 40.40%-22.0pp |
| Employer contribution / active EE | $11,761 | $3,878+203.3% | $4,860+142.0% | $2,980+294.7% |
| Participant deferral / active EE | $15,036 | $8,189+83.6% | $7,761+93.8% | $5,016+199.8% |
| Admin fee / account holder | $139 | $127+9.2% | $10,769-98.7% | $145-4.3% |