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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI Service code 11 · EIN 11-3809585 | Actuarial | $54,510 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC Service code 15 · EIN 42-1520346 | Recordkeeping | $12,000 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,657 |
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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 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 15.04% | 10.19%+4.9pp | 78.53%-63.5pp | 9.89%+5.1pp |
| Employer contribution / active EE | $0 | $17,053-100.0% | $31,607-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |