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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,750 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $16,700 |
GELTRUDE & CO.4+ 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 | $215,441-100.0% | $215,441-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.1%-53.1pp | 50.7%-50.7pp | 46.4%-46.4pp |
| Annual return | -1.18% | 1.21%-2.4pp | 1.09%-2.3pp | -82.66%+81.5pp |
| Employer contribution / active EE | $28,000 | $59,814-53.2% | $57,621-51.4% | $43,771-36.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |