Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $55,293 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $41,900 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $14,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $848,047-100.0% | $848,047-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 12.35% | 3.42%+8.9pp | 5.63%+6.7pp | 24.44%-12.1pp |
| Employer contribution / active EE | $34,593 | $43,854-21.1% | $36,086-4.1% | $41,348-16.3% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $22,013-100.0% |