Filed December 9, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ATLANTIC TRUST/CIBC Service code 27 · EIN 20-0822261 | Advisory (Plan) | $418,406 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $324,217 |
DAVENPORT & COMPANY LLC8+ years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $64,000 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $35,314 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -15.00% | -18.55%+3.6pp | -2.63%-12.4pp | 23.41%-38.4pp |
| Employer contribution / active EE | $0 | $6,513-100.0% | $29,813-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |