Filed November 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $303,050 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Filed as: INVESTMENT CONSULTANTS Service code 27 · EIN 36-3803240 | Advisory (Plan) | $50,000 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 21 801 WARRENVILLE RD · LISLE, IL 60532 | Bank Trustee | $43,260 |
Filed as: TRAVELERS INSURANCE Service code 49 485 LEXINGTON AVE · NEW YORK, NY 10017 | Other Services | $36,050 |
RSM US LLP8 years Service code 10 30 S WACKER DR · CHICAGO, IL 60606 | Accounting | $19,900 |
Service code 29 120 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Legal | $7,516 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $223,299 | $106,264+110.1% | $147,117+51.8% | $77,762+187.2% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 12.40% | 56.94%-44.5pp | 420.54%-408.1pp | 31.27%-18.9pp |
| Employer contribution / active EE | $5,074 | $4,074+24.6% | $4,932+2.9% | $2,728+86.0% |
| Participant deferral / active EE | $9,754 | $8,003+21.9% | $8,065+21.0% | $4,651+109.7% |
| Admin fee / account holder | $423 | $334+26.6% | $12,993-96.7% | $433-2.2% |