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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $31,627 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,452-100.0% | $381,452-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 33.3%-33.3pp | 55.8%-55.8pp |
| Annual return | -9.13% | 8.63%-17.8pp | 7.47%-16.6pp | 24.44%-33.6pp |
| Employer contribution / active EE | $0 | $53,313-100.0% | $44,557-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $3,849-100.0% | $3,849-100.0% | $22,013-100.0% |