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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $7,500 |
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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 | $340,597-100.0% | $328,890-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 41.1%-41.1pp | 35.7%-35.7pp |
| Annual return | 8.59% | 8.34%+0.2pp | 8.43%+0.2pp | 15.19%-6.6pp |
| Employer contribution / active EE | $0 | $30,496-100.0% | $29,249-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |