| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $409,600 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 06-0839113 66 HUDSON BLVD E 20TH FLOOR · NEW YORK, NY 100012192 | Actuarial | $188,765 |
Service code 28 · EIN 84-3149820 1580 US HIGHWAY 206 · BEDMINSTER, NJ 07921 | Investment Management | $109,028 |
KEN RYAN1 year Filed as: KEN NOWAK, ESQ Service code 29 · EIN 14-9387261 15 W, 72ND STREET · NEW YORK, NY 10023 | Legal | $93,000 |
BEDERSON LLP9+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07052 | Accounting | $89,360 |
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 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 1107.05% | 9.15%+1097.9pp | 9.17%+1097.9pp | 13.05%+1094.0pp |
| Employer contribution / active EE | $10,935 | $46,886-76.7% | $40,523-73.0% | $37,664-71.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |