Filed June 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $171,371 |
PRINCIPAL LIFE INSURANCE COMPANY5+ 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 | $60,964-100.0% | $286,273-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 23.4%-23.4pp | 30.6%-30.6pp | 13.0%-13.0pp |
| Annual return | 19.44% | 11.74%+7.7pp | 10.78%+8.7pp | 13.59%+5.9pp |
| Employer contribution / active EE | $0 | $11,467-100.0% | $41,857-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,188-100.0% | $83,605-100.0% | $29,657-100.0% |