Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 18 · EIN 51-0099493 | Trustee (bank, trust company, or simi... | $221,638 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $112,492 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $43,046 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 28 · EIN 43-1451524 | Investment Management | $25,870 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $20,280 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $202,297-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 52.5%-52.5pp | 2.3%-2.3pp |
| Annual return | 8.83% | 37.77%-28.9pp | 14.20%-5.4pp | 37.77%-28.9pp |
| Employer contribution / active EE | $4,415 | $15,798-72.1% | $29,492-85.0% | $15,798-72.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $125-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $7,524-100.0% | $9,287-100.0% |