Filed December 27, 2024 (most recent of 7 filings on file)
Total covered: 148 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $508,559 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $84,406 |
Filed as: INSTITUTIONAL INVESTMENT Service code 27 · EIN 81-0635433 | Advisory (Plan) | $82,499 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 22-6994310 | Investment Management | $75,965 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891514 | Accounting | $37,912 |
STATE STREET GLOBAL ADVISORS7+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $30,001 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Account mainten... | $498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,917 | $136,266-40.6% | $90,749-10.8% | $77,904+3.9% |
| Participation rate | 98.4% | 86.6%+11.7pp | 75.7%+22.7pp | 73.7%+24.7pp |
| Annual return | -14.71% | -11.32%-3.4pp | -12.16%-2.5pp | 12.21%-26.9pp |
| Employer contribution / active EE | $2,016 | $4,215-52.2% | $2,921-31.0% | $2,848-29.2% |
| Participant deferral / active EE | $4,897 | $6,353-22.9% | $4,564+7.3% | $4,806+1.9% |
| Admin fee / account holder | $139 | $399-65.2% | $8,445-98.4% | $133+4.7% |