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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) | $1,321,083 |
STACEY BRAUN ASSOCIATES, INC.9+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $930,627 |
Service code 18 · EIN 13-5674085 | Custodial (other than securities); Se... | $480,319 |
PNC BANK, N.A.9+ years Filed as: PNC BANK ,N.A. Service code 19 · EIN 22-1146430 | Securities Custodian | $172,195 |
MURPHY ANDERSON PLLC9+ years Service code 29 · EIN 26-3092374 | Legal | $114,083 |
HEALTH PLAN SYSTEMS, INC.4 years Service code 49 · EIN 01-0589640 2025 STATE ROUTE 27-SUITE 340 · EDISON, NJ 08817 | Other Services | $95,865 |
ROSENBERG RICH BAKER BERMAN9+ years Service code 10 · EIN 22-3271252 | Accounting | $75,980 |
UMBERTO MARICONDA9+ years Service code 30 · EIN 22-6051600 | Employee (plan) | $64,389 |
VINCENT LOMBARDI2 years Filed as: VINCENT PISCITELLI Service code 30 · EIN 22-6051600 | Employee (plan) | $62,425 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD MELBER Service code 30 · EIN 22-6051600 | Employee (plan) | $61,520 |
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Employer 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 | $0 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 18.84% | 33.11%-14.3pp | 14.20%+4.6pp | 33.11%-14.3pp |
| Employer contribution / active EE | $1,588 | $9,000-82.4% | $29,492-94.6% | $9,000-82.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |