Filed September 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $183,747 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-1520346 | Contract Administrator | $71,900 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $27,550 |
Filed as: PRINCIPAL BANK Service code 19 · EIN 42-1466678 | Securities Custodian | $17,387 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $431,983-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 66.7%-66.7pp | 2.4%-2.4pp |
| Annual return | 14.04% | 22.81%-8.8pp | 9.65%+4.4pp | 22.81%-8.8pp |
| Employer contribution / active EE | $10,000 | $18,290-45.3% | $50,020-80.0% | $18,290-45.3% |
| Participant deferral / active EE | $0 | $603-100.0% | $62-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $35,292-100.0% | $85,222-100.0% |