Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $611,120 |
Filed as: INCOME RESEARCH AND MANA Service code 13 · EIN 04-2955404 | Contract Administrator | $244,309 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $133,548 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 13 · EIN 13-5160382 | Contract Administrator | $58,229 |
NORTON ROSE FULBRIGHT2 years Filed as: NORTON HEALTHCARE INC. Service code 10 · EIN 34-6565596 | Accounting | $33,000 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 13 · EIN 43-1270780 | Contract Administrator | $25,000 |
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 5.20% | 5.48%-0.3pp | 9.82%-4.6pp | 9.30%-4.1pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |