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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 18 · EIN 42-0127290 | Custodial (securities); Custodial (ot... | $420,662 |
MERCER1 year Service code 70 · EIN 13-2834144 | Consulting Fees | $85,000 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-4994650 | Investment Management | $19,207 |
WELLS FARGO BANK, N.A.10+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $9,319 |
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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.
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 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 0.41% | 7.65%-7.2pp | 5.62%-5.2pp | 7.65%-7.2pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $37,825-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |