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 | Other fees; Valuation (appraisals, etc.) | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,670 | $55,449+16.6% | $83,831-22.9% | $56,289+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 | 850.99%-864.3pp | -9.96%-3.4pp |
| Employer contribution / active EE | $2,790 | $2,430+14.8% | $3,631-23.2% | $2,111+32.1% |
| 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% | $5,479-96.1% | $521-58.6% |