Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 18 · EIN 42-1466678 | Distribution (12b-1) fees; Trustee (b... | $114,409 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $97,260 |
KILTEARN PARTNERS LLP4 years Service code 28 · EIN 27-4585908 | Investment Management | $74,272 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $68,384 |
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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 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -17.30% | -14.45%-2.8pp | -38.86%+21.6pp | 39.82%-57.1pp |
| Employer contribution / active EE | $19,114 | $14,058+36.0% | $37,756-49.4% | $19,980-4.3% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |