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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1520346 | Bank Trustee | $145,017 |
Filed as: MERRILL LYNHC, PIERCE, FENNER, AND Service code 28 · EIN 13-5674085 | Investment Management | $84,012 |
Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $3,335 |
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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 | $37,118-100.0% | $247,553-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.4%-50.4pp | 12.4%-12.4pp |
| Annual return | 6.64% | 10.14%-3.5pp | 32.33%-25.7pp | 9.89%-3.2pp |
| Employer contribution / active EE | $11,046 | $16,236-32.0% | $33,964-67.5% | $14,313-22.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |