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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $42,215 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40 |
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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 | $184,590-100.0% | $171,071-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.3%-49.3pp | 37.4%-37.4pp | 46.4%-46.4pp |
| Annual return | -5.45% | -3.76%-1.7pp | -3.19%-2.3pp | -82.67%+77.2pp |
| Employer contribution / active EE | $10,757 | $56,660-81.0% | $48,658-77.9% | $43,771-75.4% |
| Participant deferral / active EE | $0 | $287-100.0% | $273-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,685-100.0% | $5,129-100.0% | $11,204-100.0% |