Filed November 29, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL Service code 15 · EIN 42-0127290 | Recordkeeping | $103,795 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 31 · EIN 26-0225450 | Named fiduciary; Direct payment from ... | $24,000 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $15,960 |
Filed as: REINHART BOERNER Service code 29 · EIN 39-1126909 | Legal | $11,900 |
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE SERVICES, INC. Service code 34 · EIN 39-1763393 | Direct payment from the plan; Valuati... | $11,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,450 | $37,213+6.0% | $156,551-74.8% | $63,975-38.3% |
| Participation rate | 94.4% | 65.0%+29.4pp | 84.0%+10.4pp | 71.1%+23.2pp |
| Annual return | 91.99% | 47.89%+44.1pp | 32.23%+59.8pp | 48.65%+43.3pp |
| Employer contribution / active EE | $2,539 | $1,357+87.2% | $5,501-53.8% | $2,182+16.4% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $110 | $56+95.6% | $13,028-99.2% | $70+56.4% |