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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,404 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK Service code 27 · EIN 88-1100312 | Advisory (Plan) | $56,250 |
Filed as: FAEGRE DRINKER BIDDLE & Service code 29 · EIN 41-0244008 | Legal | $41,940 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $19,898 |
Filed as: CAP FINANCIAL PARTNERS,L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,712 |
KDV WEALTH MANAGEMENT, LLC2 years Filed as: BERGAN KDV Service code 10 · EIN 41-1431613 | Accounting | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,008-100.0% | $163,428-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.8%-55.8pp |
| Annual return | 1.46% | 9.19%-7.7pp | 9.36%-7.9pp | 24.44%-23.0pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |