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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $181,973 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $179,081 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $16,740 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,600 |
BENNING GROUP, LLC1 year Filed as: BENNING GROUP LLC Service code 10 6815 WEAVER RD · ROCKFORD, IL 61114 | Accounting | $13,500 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 11.43% | 9.45%+2.0pp | 5.04%+6.4pp | 7.65%+3.8pp |
| Employer contribution / active EE | $40,411 | $14,895+171.3% | $26,454+52.8% | $20,582+96.3% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |