Filed April 25, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 37-6543784 | Investment Management | $444,219 |
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $39,671 |
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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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 9.33% | 18.04%-8.7pp | 32.33%-23.0pp | 37.77%-28.4pp |
| Employer contribution / active EE | $4,751 | $10,357-54.1% | $33,964-86.0% | $15,798-69.9% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |