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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $1,728,893 |
WELLS FARGO BANK, N.A.6 years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,036,670 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $141,295 |
SPIVAK LIPTON LLP7+ years Service code 29 · EIN 13-3494495 | Legal | $140,000 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $59,000 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $57,297 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,540 | $106,520-86.3% | $142,908-89.8% | $106,520-86.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.0%+28.0pp | 71.3%+28.7pp |
| Annual return | 10.92% | 19.28%-8.4pp | 5640.16%-5629.2pp | 19.28%-8.4pp |
| Employer contribution / active EE | $890 | $2,840-68.7% | $4,146-78.5% | $2,840-68.7% |
| Participant deferral / active EE | $83 | $4,948-98.3% | $3,838-97.8% | $4,948-98.3% |
| Admin fee / account holder | $70 | $75-6.7% | $6,560-98.9% | $75-6.7% |