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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 11 · EIN 42-0127290 | Actuarial | $195,517 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $18,625 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $12,845 |
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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 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 17.83% | 53.27%-35.4pp | 10.76%+7.1pp | 53.27%-35.4pp |
| Employer contribution / active EE | $14,738 | $14,774-0.2% | $68,795-78.6% | $14,774-0.2% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |