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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $107,626 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $59,888 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 11 · EIN 58-2592859 | Actuarial | $46,155 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $12,900 |
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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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 15.38% | 12.38%+3.0pp | 10.53%+4.9pp | 23.90%-8.5pp |
| Employer contribution / active EE | $7,420 | $23,325-68.2% | $29,360-74.7% | $16,539-55.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |