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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,080 |
DEUTSCHE BANK SECURITIES INC.2+ years Filed as: DEUTSCHE BANK TRUST CO OF AMERICA Service code 19 · EIN 13-4941247 | Securities Custodian | $17,220 |
GELTRUDE & CO.2+ years Filed as: GELTRUDE Service code 10 · EIN 22-3363665 | Accounting | $14,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,729-100.0% | $358,154-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 12.6%-12.6pp |
| Annual return | 0.50% | 4.35%-3.9pp | 2.24%-1.7pp | 4.56%-4.1pp |
| Employer contribution / active EE | $413,220 | $105,825+290.5% | $54,559+657.4% | $15,526+2561.5% |
| Participant deferral / active EE | $0 | $102-100.0% | $81-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $6,053-100.0% | $1,711-100.0% |