Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $625,099 |
Filed as: INCOME RESEARCH & MGMT Service code 27 · EIN 04-2955404 | Advisory (Plan) | $403,066 |
Filed as: DIMEO SCHNEIDER & ASSOC. Service code 27 · EIN 36-4001764 | Advisory (Plan) | $94,786 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 27 · EIN 13-5160382 | Advisory (Plan) | $69,319 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $31,200 |
Filed as: LOCKTON INVESTMENT ADVS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $12,500 |
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.24% | 12.77%-2.5pp | 90.61%-80.4pp | 12.86%-2.6pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,730-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |