Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $13,295 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
Service code 34 · EIN 20-2123462 | Valuation (appraisals, etc.); Other fees | $8,097 |
Filed as: LANCE STUDDARD Service code 25 12401 CRABAPPLE MEADOW WAY · ALPHARETTA, GA 30004 | Directed Trustee | $7,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,670 | $55,449+16.6% | $83,848-22.9% | $56,287+14.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -13.36% | -1.38%-12.0pp | 850.88%-864.2pp | -9.96%-3.4pp |
| Employer contribution / active EE | $2,790 | $2,430+14.8% | $3,631-23.2% | $2,111+32.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $216 | $656-67.1% | $5,478-96.1% | $521-58.6% |