Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $628,114 |
Filed as: INCOME RESEARCH + MGMT I Service code 27 · EIN 04-2955404 | Advisory (Plan) | $582,461 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 27 · EIN 13-5160382 | Advisory (Plan) | $123,015 |
Filed as: FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $100,558 |
Filed as: LOCKTON INVESTMENT ADVS Service code 13 · EIN 20-8874282 | Contract Administrator | $12,500 |
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% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -16.04% | -2.41%-13.6pp | -38.86%+22.8pp | 23.41%-39.4pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |