Filed December 27, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PORTFOLIO EVALUATIONS Service code 13 · EIN 22-3189064 | Contract Administrator | $65,786 |
CSB ASSOCIATES2+ years Service code 11 · EIN 46-0515009 | Actuarial | $37,000 |
ARNOLD & PORTER1 year Filed as: ARNOLD & PORTER LLP Service code 13 · EIN 53-0208605 | Contract Administrator | $27,724 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,840 |
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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 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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 7.11% | 5.80%+1.3pp | 4.74%+2.4pp | 11.88%-4.8pp |
| Employer contribution / active EE | $0 | $15,506-100.0% | $36,089-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |