Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $631,388 |
THE BANK OF NEW YORK MELLON3 years Filed as: STANDISH MELLON ASSET MA Service code 27 · EIN 25-1890416 | Advisory (Plan) | $205,923 |
Filed as: PRINCIPAL GLOBAL INVESTO Service code 27 · EIN 42-1479618 | Advisory (Plan) | $190,322 |
IR&M1 year Filed as: IR & M Service code 27 · EIN 04-2955404 | Advisory (Plan) | $91,309 |
Filed as: DIMEO SCHNEIDER & ASSOCI Service code 27 · EIN 36-4001764 | Advisory (Plan) | $67,500 |
Filed as: BYN MELLON Service code 27 · EIN 13-5160382 | Advisory (Plan) | $46,879 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $7,789 |
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.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.15% | 9.64%-14.8pp | -102.04%+96.9pp | 33.37%-38.5pp |
| Employer contribution / active EE | $4,933 | $8,034-38.6% | $36,232-86.4% | $11,253-56.2% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |