Filed August 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $137,935 |
BANKERS TRUST COMPANY5 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $80,000 |
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.); Direct ... | $37,500 |
COHN REZNICK LLP8 years Filed as: COHN REZNICK Service code 10 · EIN 33-4144829 | Accounting | $21,630 |
DIRECT ADVISORS, LLC2 years Filed as: DIRECT CONNECT GROUP Service code 38 · EIN 91-2132033 | Participant Communication | $8,637 |
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 | $100,216 | $122,219-18.0% | $147,096-31.9% | $199,921-49.9% |
| Participation rate | 99.5% | 78.3%+21.2pp | 82.2%+17.3pp | 72.0%+27.4pp |
| Annual return | 13.54% | 30.59%-17.0pp | 419.75%-406.2pp | 34.28%-20.7pp |
| Employer contribution / active EE | $1,396 | $4,096-65.9% | $4,936-71.7% | $3,035-54.0% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $85 | $179-52.5% | $13,005-99.3% | $269-68.4% |