Filed August 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $131,086 |
BANKERS TRUST COMPANY4 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $75,000 |
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Consulting fees; Valuation (appraisal... | $42,925 |
COHN REZNICK LLP7 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $21,000 |
DIRECT ADVISORS, LLC1 year Filed as: DIRECT CONNECT GROUP Service code 38 · EIN 91-2132033 | Participant Communication | $6,827 |
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 | $97,217 | $107,415-9.5% | $135,998-28.5% | $80,187+21.2% |
| Participation rate | 99.2% | 78.0%+21.2pp | 81.9%+17.3pp | 72.9%+26.3pp |
| Annual return | 22.27% | 91.99%-69.7pp | 68.37%-46.1pp | 40.40%-18.1pp |
| Employer contribution / active EE | $406 | $3,878-89.5% | $4,860-91.6% | $2,980-86.4% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $81 | $127-36.0% | $10,769-99.2% | $145-43.9% |