Filed December 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,748 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE CONSULTING Service code 29 · EIN 06-1454513 | Legal | $148,929 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL Service code 27 · EIN 43-0538770 | Advisory (Plan) | $80,000 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER CANFIELD Service code 29 · EIN 38-0836500 | Legal | $12,360 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 8.73% | 8.39%+0.3pp | -0.73%+9.5pp | 8.39%+0.3pp |
| Employer contribution / active EE | $45,081 | $18,340+145.8% | $28,477+58.3% | $18,340+145.8% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $476-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |