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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $181,732 |
Filed as: JP MORGAN CHASE-LOCKBOX Service code 27 · EIN 04-3638035 | Advisory (Plan) | $74,117 |
ARROWSTREET CAPITAL1 year Filed as: AAROWSTREET CAPITAL Service code 27 · EIN 04-3472863 | Advisory (Plan) | $43,336 |
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST FEE Service code 21 · EIN 16-1486454 | Bank Trustee | $28,219 |
Filed as: ROCATON INVESTMENT ADVS Service code 27 · EIN 20-1181458 | Advisory (Plan) | $24,886 |
RBT CPAS, LLP1 year Filed as: RBT CPA'S Service code 10 · EIN 14-1604297 | Accounting | $13,770 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,586 |
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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.
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 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 4.71% | 9.11%-4.4pp | 10.75%-6.0pp | 18.35%-13.6pp |
| Employer contribution / active EE | $0 | $16,122-100.0% | $35,170-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |