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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,790 |
GELTRUDE & CO.3+ years Filed as: GELTRUDE Service code 10 · EIN 22-3363665 | Accounting | $14,000 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $5,436 |
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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 | $46,757-100.0% | $413,253-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.8%-40.8pp | 11.3%-11.3pp |
| Annual return | 7.51% | 9.12%-1.6pp | 8.55%-1.0pp | 10.41%-2.9pp |
| Employer contribution / active EE | $491,600 | $25,802+1805.3% | $55,494+785.9% | $14,691+3246.3% |
| Participant deferral / active EE | $0 | $100-100.0% | $122-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $160,808-100.0% | $2,646-100.0% |