Filed September 1, 2022 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $507,909 |
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% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 12.10% | 8.08%+4.0pp | 9.51%+2.6pp | 37.77%-25.7pp |
| Employer contribution / active EE | $8,800 | $9,541-7.8% | $23,377-62.4% | $15,798-44.3% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |