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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 27 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $1,386,922 |
STACEY BRAUN ASSOCIATES, INC.8+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $1,108,081 |
Service code 18 · EIN 13-5674085 | Custodial (other than securities); In... | $504,440 |
UFCW LOCAL 18+ years Service code 49 · EIN 15-0559586 | Other Services | $144,966 |
MURPHY ANDERSON PLLC8+ years Service code 29 · EIN 26-3092374 | Legal | $115,900 |
HEALTH PLAN SYSTEMS, INC.3 years Service code 49 · EIN 01-0589640 2025 STATE ROUTE 27-SUITE 340 · EDISON, NJ 08817 | Other Services | $107,006 |
JOANNE LANGONE8+ years Filed as: JOANNE PISCITELLI Service code 30 · EIN 22-6051600 | Employee (plan) | $77,675 |
ROSENBERG RICH BAKER BERMAN8+ years Service code 10 · EIN 22-3271252 | Accounting | $66,915 |
UMBERTO MARICONDA8+ years Service code 30 · EIN 22-6051600 | Employee (plan) | $62,220 |
SAVASTA AND COMPANY, INC.8+ years Filed as: SAVASTA & CO Service code 11 · EIN 13-3879959 | Actuarial | $60,025 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -16.83% | -14.80%-2.0pp | 7.07%-23.9pp | -14.80%-2.0pp |
| Employer contribution / active EE | $1,561 | $8,996-82.7% | $34,847-95.5% | $8,996-82.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $4-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $51-100.0% | - |