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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $102,905 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $40,246 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 11 · EIN 58-2592859 | Actuarial | $33,595 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $12,000 |
FINANCIAL TELESIS1+ years Service code 17 · EIN 31-0737427 | Pension Consulting | $6,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -3.64% | 2.41%-6.0pp | -2.90%-0.7pp | -0.60%-3.0pp |
| Employer contribution / active EE | $10,676 | $14,069-24.1% | $27,990-61.9% | $12,272-13.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |