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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $13,983 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $262,251-100.0% | $250,986-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.9%-55.9pp |
| Annual return | 3.98% | 34.48%-30.5pp | 32.32%-28.3pp | 24.44%-20.5pp |
| Employer contribution / active EE | $0 | $36,000-100.0% | $33,960-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |