Filed August 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $113,881 |
BANKERS TRUST COMPANY1 year Filed as: TI-TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $75,000 |
Filed as: STOUT RISIUS Service code 34 · EIN 38-3003685 | Other fees; Valuation (appraisals, etc.) | $49,828 |
COHN REZNICK LLP5 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $17,826 |
NEST EGG COMMUNICAITONS1 year Service code 38 · EIN 47-2716899 | Participant Communication | $13,430 |
NIXON PEABODY LLP4 years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $5,508 |
Filed as: CORPORATE COMMUNICATIONS GROUP Service code 38 · EIN 53-0194625 | Participant Communication | $5,022 |
Employer contribution per participant 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 | $88,558 | $120,450-26.5% | $159,495-44.5% | $93,010-4.8% |
| Participation rate | 99.2% | 78.0%+21.2pp | 82.8%+16.3pp | 73.9%+25.3pp |
| Annual return | 18.65% | 27.11%-8.5pp | 263.72%-245.1pp | 158.70%-140.1pp |
| Employer contribution / active EE | $3 | $3,526-99.9% | $4,831-99.9% | $2,705-99.9% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $89 | $137-35.2% | $10,804-99.2% | $152-41.6% |