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| Provider | Service type | Compensation |
|---|---|---|
ACCURATE BENEFITS INC.5+ years Filed as: ACCURATE BENEFITS, INC. Service code 11 · EIN 36-4036349 | Actuarial | $28,400 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $15,625 |
MILLER COOPER & CO LTD5+ years Filed as: MILLER, COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $11,860 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $6,528 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 8.89% | 8.78%+0.1pp | 174.94%-166.0pp | 9.29%-0.4pp |
| Employer contribution / active EE | $8,889 | $11,816-24.8% | $38,590-77.0% | $15,168-41.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |