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| Provider | Service type | Compensation |
|---|---|---|
ACCURATE BENEFITS INC.2+ years Filed as: ACCURATE BENEFITS, INC. Service code 11 · EIN 36-4036349 | Actuarial | $42,050 |
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $12,500 |
MILLER COOPER & CO LTD2+ years Filed as: MILLER, COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $12,112 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $5,571 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 6.80% | 10.91%-4.1pp | 12.88%-6.1pp | 10.41%-3.6pp |
| Employer contribution / active EE | $15,645 | $12,279+27.4% | $40,010-60.9% | $14,691+6.5% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |