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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 28 · EIN 42-0127290 | Investment Management | $291,318 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENTS Service code 28 · EIN 36-3109431 | Investment Management | $283,729 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $136,408 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $35,763 |
ACTIVE GRAPHICS, IC.6+ years Service code 36 · EIN 36-2554359 | Direct payment from the plan; Copying... | $23,500 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $6,001 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 12.91% | 7.62%+5.3pp | 10.57%+2.3pp | 627.08%-614.2pp |
| Employer contribution / active EE | $2,368 | $18,841-87.4% | $29,483-92.0% | $18,824-87.4% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |