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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1912506 | Recordkeeping | $125,670 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS Service code 29 · EIN 58-0946915 | Legal | $34,000 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Service code 11 · EIN 26-3842522 | Actuarial | $25,000 |
REYNOLDS CONSULTING SERVICES10+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $20,764 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $20,400 |
Filed as: PRINCIPAL FINANCIAL ADVISORS INC Service code 28 · EIN 52-1523364 | Investment Management | $18,240 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $937,755-100.0% | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | - |
| Annual return | 6.93% | 72.14%-65.2pp | 8.10%-1.2pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $28,649-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $10-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $60,136-100.0% | - |