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| Provider | Service type | Compensation |
|---|---|---|
NBC SECURITIES INC7+ years Service code 49 · EIN 63-0923499 | Other Services | $113,861 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,531 |
PRICEWATERHOUSECOOPERS LLP7+ years Filed as: PRICEWATERHOUSECOOPERS Service code 11 · EIN 13-4008324 | Actuarial | $42,500 |
PEARCE BEVILL LEESBURG MOORE PC7+ years Filed as: PEARCE BEVILL LEESBURG Service code 10 · EIN 63-0813240 | Accounting | $12,000 |
MAYNARD COOPER GALE1 year Filed as: MAYNARD COOPER GALE PC Service code 29 · EIN 63-0864426 | Legal | $7,740 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 29.55% | 8.91%+20.6pp | 7.32%+22.2pp | 11.84%+17.7pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |