Filed June 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $180,482 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 19 · EIN 42-0127290 | Securities Custodian | $14,802 |
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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 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | -4.98% | -3.52%-1.5pp | -3.29%-1.7pp | -0.69%-4.3pp |
| Employer contribution / active EE | $0 | $14,733-100.0% | $36,762-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |