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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $326,135 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 28 · EIN 84-3149820 1580 US HIGHWAY 206 · BEDMINSTER, NJ 07921 | Investment Management | $190,718 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 06-0839113 66 HUDSON BLVD E 20TH FLOOR · NEW YORK, NY 100012192 | Actuarial | $146,233 |
BEDERSON LLP10+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07052 | Accounting | $85,922 |
KEN RYAN2 years Filed as: KEN NOWAK, ESQ Service code 29 · EIN 14-9387261 15 W, 72ND STREET · NEW YORK, NY 10023 | Legal | $24,000 |
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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 | $362,190-100.0% | $362,190-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 24.6%-24.6pp | 16.7%-16.7pp | 34.7%-34.7pp |
| Annual return | 7.11% | 61.62%-54.5pp | 51.06%-43.9pp | 12.28%-5.2pp |
| Employer contribution / active EE | $7,631 | $38,616-80.2% | $33,707-77.4% | $34,589-77.9% |
| Participant deferral / active EE | $0 | $203-100.0% | $191-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $47,656-100.0% |