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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $20,823 |
VALUE CONSULTING GROUP1 year Filed as: VALUE MANAGEMENT INC Service code 34 · EIN 23-2639318 | Consulting fees; Valuation (appraisal... | $15,522 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,057 | $56,503+130.2% | $70,092+85.6% | $64,808+100.7% |
| Participation rate | 99.6% | 70.5%+29.2pp | 70.5%+29.2pp | 71.5%+28.2pp |
| Annual return | -3.67% | -13.44%+9.8pp | 190.73%-194.4pp | 32.82%-36.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $103 | $160-36.0% | $6,267-98.4% | $188-45.3% |