Filed September 2, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1238567 | Advisory (Plan) | $6,197,860 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,198,786 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 49 · EIN 04-1867445 | Other Services | $1,156,265 |
AKSIA LLC1 year Filed as: AKSIA Service code 27 · EIN 20-5385739 | Advisory (Plan) | $21,010 |
IDC2 years Service code 49 · EIN 13-3668779 | Other Services | $11,616 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -2.36% | 8.85%-11.2pp | 9.17%-11.5pp | 8.85%-11.2pp |
| Employer contribution / active EE | $4,432 | $8,529-48.0% | $40,523-89.1% | $8,529-48.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |