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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 23 · EIN 42-0127290 | Insurance services | $2,859,576 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $524,481 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $46,064 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $22,050 |
Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $9,286 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,186-100.0% | $151,098-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 3.6%-3.6pp |
| Annual return | 10.62% | 13.92%-3.3pp | 11.31%-0.7pp | 11.84%-1.2pp |
| Employer contribution / active EE | $1,709 | $18,856-90.9% | $35,729-95.2% | $17,339-90.1% |
| Participant deferral / active EE | $0 | $2,000-100.0% | $237-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $20,124-100.0% | $409-100.0% |