Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $774,284 |
PRINCIPLE LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INV Service code 27 · EIN 42-1479618 | Advisory (Plan) | $290,650 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET Service code 27 · EIN 25-1890416 | Advisory (Plan) | $223,831 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 27 · EIN 13-5160382 | Advisory (Plan) | $43,909 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,924 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $23,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.48% | 4.01%-4.5pp | -2.01%+1.5pp | 1.67%-2.2pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,453-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |