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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $25,616 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF LABOR Service code 21 · EIN 48-0150325 | Bank Trustee | $24,996 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $21,749 |
STERN BROTHERS5 years Service code 34 · EIN 43-1749095 | Direct payment from the plan; Valuati... | $13,750 |
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 | $183,622 | $83,023+121.2% | $102,437+79.3% | $77,762+136.1% |
| Participation rate | 98.1% | 71.5%+26.6pp | 74.5%+23.6pp | 70.6%+27.5pp |
| Annual return | 8.15% | 19.12%-11.0pp | 24.95%-16.8pp | 31.27%-23.1pp |
| Employer contribution / active EE | $2,370 | $3,552-33.3% | $3,871-38.8% | $2,728-13.1% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $112 | $639-82.5% | $8,388-98.7% | $433-74.2% |