Filed December 27, 2024 (most recent of 7 filings on file)
Total covered: 148 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $662,566 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $124,762 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $73,709 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $49,966 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $31,978 |
STATE STREET GLOBAL ADVISORS3 years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $30,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $15,080 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $12,077 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,757 | $106,649-47.7% | $80,022-30.3% | $68,904-19.1% |
| Participation rate | 98.7% | 88.1%+10.5pp | 75.8%+22.8pp | 74.1%+24.5pp |
| Annual return | 2.07% | -0.87%+2.9pp | 11.22%-9.1pp | 1.07%+1.0pp |
| Employer contribution / active EE | $1,441 | $4,132-65.1% | $2,468-41.6% | $2,540-43.3% |
| Participant deferral / active EE | $3,201 | $6,395-49.9% | $3,686-13.1% | $4,015-20.3% |
| Admin fee / account holder | $127 | $58+119.3% | $6,521-98.0% | $71+78.6% |