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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $17,919 |
Filed as: COLLIER JERNIGAN & GOEDERT PA Service code 10 · EIN 59-3612220 | Accounting | $9,450 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 11 · EIN 04-2530412 | Actuarial | $6,931 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,540 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $671,907-100.0% | $671,907-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 15.0%-15.0pp | 47.3%-47.3pp |
| Annual return | 17.46% | 5.07%+12.4pp | 10.76%+6.7pp | 12.16%+5.3pp |
| Employer contribution / active EE | $0 | $97,324-100.0% | $68,795-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $259-100.0% | $229-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $6,717-100.0% | $17,640-100.0% |