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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $13,734 |
BOSTON PARTNERS2 years Service code 52 · EIN 61-1603964 | Indirect Investment Fees | $0 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $0 |
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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 | $282,865-100.0% | $848,047-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 11.32% | 9.89%+1.4pp | 5.63%+5.7pp | 9.89%+1.4pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $36,086-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $71-100.0% | $0 | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $0 | $9,084-100.0% |