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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 15 PO BOX 777 · DES MOINES, IA 503030777 | Recordkeeping | $101,804 |
JACKSON SQUARE PARTNERS1+ years Filed as: JACKSON THORTON & CO PC Service code 34 · EIN 63-1035228 | Valuation (appraisals, etc.); Direct ... | $20,215 |
GREATBANC TRUST COMPANY1+ years Filed as: GREATBANC Service code 21 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Bank Trustee | $12,174 |
BKD, LLP1+ years Filed as: LAPORTE Service code 10 · EIN 72-1088864 | Accounting | $10,400 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,521 | $54,281-88.0% | $60,547-89.2% | $59,188-89.0% |
| Participation rate | 96.7% | 66.8%+29.9pp | 68.0%+28.7pp | 69.4%+27.2pp |
| Annual return | -27.53% | 1.74%-29.3pp | 335.64%-363.2pp | 5.51%-33.0pp |
| Employer contribution / active EE | $0 | $2,031-100.0% | $2,419-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $52 | $64-18.7% | $4,536-98.8% | $92-43.1% |