Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $665,003 |
Filed as: INCOME RESEARCH-M Service code 27 · EIN 04-2955404 | Advisory (Plan) | $243,366 |
Filed as: FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $103,574 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 13 · EIN 13-5160382 | Contract Administrator | $83,407 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON HEALTHCARE INC. Service code 10 · EIN 61-1028725 | Accounting | $32,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 13 · EIN 43-1270780 | Contract Administrator | $18,750 |
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 11.81% | 9.71%+2.1pp | 32.33%-20.5pp | 9.11%+2.7pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |