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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 11 · EIN 42-0127290 | Actuarial | $199,301 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $20,606 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $13,009 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $463,922-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 17.6%-17.6pp | 1.8%-1.8pp |
| Annual return | -2.04% | 0.19%-2.2pp | 60.62%-62.7pp | 0.19%-2.2pp |
| Employer contribution / active EE | $8,723 | $13,763-36.6% | $61,657-85.9% | $13,763-36.6% |
| Participant deferral / active EE | $0 | $804-100.0% | $288-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $23-100.0% | $426-100.0% |