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| Provider | Service type | Compensation |
|---|---|---|
ACCURATE BENEFITS INC.3+ years Filed as: ACCURATE BENEFITS, INC. Service code 11 · EIN 36-4036349 | Actuarial | $25,550 |
MILLER COOPER & CO LTD1 year Filed as: MILLER, COOPER & CO., LTD. Service code 10 · EIN 36-2897372 | Accounting | $16,250 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $16,124 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $12,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor 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 | $47,532-100.0% | $336,864-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 27.8%-27.8pp | 14.6%-14.6pp |
| Annual return | -1.65% | -2.74%+1.1pp | -3.29%+1.6pp | 10.56%-12.2pp |
| Employer contribution / active EE | $5,579 | $9,887-43.6% | $36,762-84.8% | $13,643-59.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $191-100.0% | $6,121-100.0% | $3,354-100.0% |