Filed December 18, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP9+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $73,260 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $17,030 |
Filed as: PRINCIPAL FINANCIAL Service code 21 · EIN 42-1466678 | Bank Trustee | $15,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $247,553-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.4%-50.4pp | 12.4%-12.4pp |
| Annual return | 8.68% | 10.14%-1.5pp | 32.33%-23.7pp | 9.89%-1.2pp |
| Employer contribution / active EE | $5,506 | $16,236-66.1% | $33,960-83.8% | $14,313-61.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |