Filed February 25, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,585 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: BW CONSULTING LLC Service code 27 · EIN 37-1707957 | Advisory (Plan) | $27,464 |
CARNEY ROY AND GERROL PC1+ years Service code 10 · EIN 06-1352068 | Accounting | $10,596 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 | Actuarial | $5,900 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $2,133 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 51-0099033 | Bank Trustee | $1,605 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -0.63% | -0.83%+0.2pp | -0.81%+0.2pp | -7.14%+6.5pp |
| Employer contribution / active EE | $73 | $16,035-99.5% | $38,425-99.8% | $14,613-99.5% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |