Filed August 31, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CLARK HILL PLC1+ years Service code 29 · EIN 38-0425840 | Legal | $45,635 |
PRUDENT STREET FIN ADV LLC1+ years Filed as: PRUDENT FIDUCIARY SERVICES LLC Service code 25 · EIN 82-1818132 | Directed Trustee | $42,436 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 PO BOX 10308 · DES MOINES, IA 503069767 | Plan Administrator | $24,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,292 | $80,781+44.0% | $102,437+13.5% | $74,478+56.1% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.0pp |
| Annual return | 0.00% | 27.58%-27.6pp | 24.95%-24.9pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |