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| Provider | Service type | Compensation |
|---|---|---|
ACCURATE BENEFITS INC.4+ years Filed as: ACCURATE BENEFITS, INC. Service code 11 · EIN 36-4036349 | Actuarial | $24,700 |
MILLER COOPER & CO LTD4+ years Filed as: MILLER, COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $10,750 |
AMERICAN FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $9,375 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $9,016 |
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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 | $60,964-100.0% | $286,273-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 23.4%-23.4pp | 30.6%-30.6pp | 13.0%-13.0pp |
| Annual return | 9.05% | 11.74%-2.7pp | 10.78%-1.7pp | 13.59%-4.5pp |
| Employer contribution / active EE | $9,149 | $11,467-20.2% | $41,857-78.1% | $14,592-37.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,188-100.0% | $83,605-100.0% | $29,657-100.0% |