Filed June 1, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $204,437 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 19 · EIN 42-0127290 | Securities Custodian | $14,802 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $313,292-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 4.3%-4.3pp |
| Annual return | -2.48% | -1.29%-1.2pp | -2.79%+0.3pp | 2.81%-5.3pp |
| Employer contribution / active EE | $0 | $11,225-100.0% | $39,327-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $351-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,115-100.0% | $1,639-100.0% |