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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 11 · EIN 04-3532603 | Actuarial | $855,242 |
Filed as: PRINCIPAL FINANCIAL GROUP INC. Service code 21 · EIN 42-1520346 | Bank Trustee | $115,538 |
STOEL RIVES LLP10+ years Service code 29 · EIN 93-0408771 | Legal | $10,233 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $8,064 |
IRON MOUNTAIN2 years Filed as: IRON MOUNTAIN INC. Service code 49 · EIN 04-3107342 | Other Services | $6,581 |
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.
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 2.41% | 11.94%-9.5pp | 6.70%-4.3pp | 8.76%-6.3pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,177-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |