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| Provider | Service type | Compensation |
|---|---|---|
MANTYLA MCREYNOLDS1+ years Service code 10 · EIN 80-0021232 | Accounting | $10,000 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RET PARNTERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,591 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 16-0468020 | Actuarial | $7,148 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $466,275-100.0% | $466,275-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -1.65% | -3.01%+1.4pp | -2.52%+0.9pp | -2.16%+0.5pp |
| Employer contribution / active EE | $30,769 | $180,892-83.0% | $109,954-72.0% | $42,949-28.4% |
| Participant deferral / active EE | $0 | $0 | $846-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $12,408-100.0% | $12,408-100.0% | $12,572-100.0% |