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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEGAL & GEN INV MGMT AMERICA INC Service code 28 · EIN 20-8058531 | Investment Management | $126,293 |
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $117,901 |
USI INSURANCE SERVICES LLC1+ years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $87,083 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Laura S. Stewart, F.S.A. Usi Consulting Group Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.