Filed January 25, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2 years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $1,416,182 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 28 · EIN 94-6751924 | Investment Management | $1,086,851 |
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 25 · EIN 51-0099493 | Directed Trustee | $364,378 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 28 · EIN 42-0127290 | Investment Management | $273,374 |
MARCUM LLP9+ years Service code 10 · EIN 11-1986323 | Accounting | $59,385 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 15.62% | 5.48%+10.1pp | 9.82%+5.8pp | 9.30%+6.3pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |