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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $251,000 |
HERBEIN & COMPANY, INC.8+ years Filed as: HERBEIN AND COMPANY, INC. Service code 10 · EIN 22-2415973 | Accounting | $36,405 |
DRINKER BIDDLE & REATH LLP8+ years Service code 29 · EIN 23-1423089 | Legal | $17,217 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1520346 | Securities Custodian | $10,989 |
Annual investment return 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 | $101,802-100.0% | $101,802-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 0.89% | 7.69%-6.8pp | 9.51%-8.6pp | 24.44%-23.5pp |
| Employer contribution / active EE | $0 | $34,561-100.0% | $23,377-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |