Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $759,773 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET Service code 27 · EIN 25-1890416 | Advisory (Plan) | $211,705 |
Filed as: PRINCIPAL GLOBAL INVESTO Service code 27 · EIN 42-1479618 | Advisory (Plan) | $164,740 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 27 · EIN 13-5160382 | Advisory (Plan) | $53,751 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,594 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $24,900 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | -1.49% | 26.60%-28.1pp | 10.16%-11.6pp | 17.84%-19.3pp |
| Employer contribution / active EE | $40 | $7,232-99.4% | $33,192-99.9% | $14,688-99.7% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |