Filed June 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $133,186 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 19 · EIN 42-0127290 | Securities Custodian | $14,802 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,284-100.0% | $369,410-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 29.4%-29.4pp | 8.4%-8.4pp |
| Annual return | 2.39% | 9.11%-6.7pp | 8.29%-5.9pp | 18.35%-16.0pp |
| Employer contribution / active EE | $0 | $12,190-100.0% | $40,774-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $26-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $997-100.0% | $4,495-100.0% | $9,141-100.0% |