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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $120,628 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $25,971 |
JACKSON THORNTON2 years Service code 34 · EIN 63-1035288 | Valuation (appraisals, etc.); Direct ... | $17,894 |
GREATBANC TRUST COMPANY3+ years Filed as: GREATBANC Service code 25 · EIN 36-3681493 | Directed Trustee | $16,548 |
BKD, LLP1 year Filed as: LAPORTE CPAS & BUSINESS ADVISORS Service code 10 · EIN 72-1088864 | Accounting | $5,727 |
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.
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 | $7,960 | $65,292-87.8% | $71,671-88.9% | $77,958-89.8% |
| Participation rate | 97.5% | 67.4%+30.1pp | 68.7%+28.7pp | 71.6%+25.8pp |
| Annual return | 33.95% | 21.25%+12.7pp | 20.65%+13.3pp | 20.87%+13.1pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $2,460-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $86 | $84+2.2% | $5,558-98.4% | $97-11.4% |