Filed December 27, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CSB ASSOCIATES3+ years Service code 11 · EIN 46-0515009 | Actuarial | $60,900 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS Service code 13 · EIN 22-3189064 | Contract Administrator | $43,710 |
ARNOLD & PORTER2 years Filed as: ARNOLD & PORTER LLP Service code 13 · EIN 53-0208605 | Contract Administrator | $11,025 |
Filed as: ANGEL PENSION GROUP Service code 11 · EIN 04-2530412 | Actuarial | $8,500 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,560 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.30% | 12.23%+0.1pp | 10.36%+1.9pp | 13.95%-1.6pp |
| Employer contribution / active EE | $0 | $18,059-100.0% | $37,738-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |