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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 | $273,772-100.0% | $255,499-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 32.7%-32.7pp | 34.1%-34.1pp |
| Annual return | 8.59% | 6.69%+1.9pp | 6.84%+1.8pp | 13.02%-4.4pp |
| Employer contribution / active EE | $0 | $31,317-100.0% | $29,902-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |