| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $153,518 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 06-0839113 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $107,100 |
BEDERSON LLP8+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07052 | Accounting | $94,780 |
KENNETH NOWAK, ESQ.1 year Filed as: KENNETH NOWAK, ESQ Service code 29 · EIN 14-9387261 15 W. 72ND STREET · NEW YORK, NY 10023 | Legal | $39,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 19.00% | 9.74%+9.3pp | 12.68%+6.3pp | 9.89%+9.1pp |
| Employer contribution / active EE | $6,143 | $15,597-60.6% | $41,626-85.2% | $14,313-57.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |