Filed June 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $150,227 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 19 · EIN 42-0127290 | Securities Custodian | $14,802 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 5.96% | 8.78%-2.8pp | 175.18%-169.2pp | 9.29%-3.3pp |
| Employer contribution / active EE | $0 | $11,816-100.0% | $38,590-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |