Filed September 13, 2019 (most recent of 4 filings on file)
Total covered: 93 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 42-0127290 | Actuarial | $71,493 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $12,372 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $9,369 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK MINNESOTA NA Service code 21 · EIN 41-1592157 | Bank Trustee | $5,119 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -21.05% | 1712.70%-1733.7pp | 179.55%-200.6pp | 39.82%-60.9pp |
| Employer contribution / active EE | $14,698 | $36,508-59.7% | $24,917-41.0% | $19,980-26.4% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |