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 BANK Service code 12 · EIN 42-1466678 | Direct payment from the plan; Recordk... | $106,438 |
OCTOBER THREE CONSULTING LLC10+ years Service code 11 · EIN 27-1175487 | Actuarial | $75,000 |
GEFFEN MESHER5 years Filed as: GEFFEN MESHER & CO., PC Service code 10 · EIN 93-1042710 | Accounting | $24,825 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 7.94% | 6.37%+1.6pp | 8.04%-0.1pp | 7.65%+0.3pp |
| Employer contribution / active EE | $67,949 | $48,951+38.8% | $42,693+59.2% | $20,582+230.1% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |