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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,088 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $49,400 |
THE PREVIANT LAW FIRM, S.C.3 years Service code 27 · EIN 39-1211596 | Advisory (Plan) | $48,538 |
BENEFIT PLAN ADMINISTRATORS3 years Filed as: BENEFIT PLAN ADMINITRATION OF WI Service code 15 · EIN 39-1400101 | Recordkeeping | $43,137 |
Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $27,299 |
FREYBERG HINKLE ET AL1 year Service code 10 · EIN 39-1531945 | Accounting | $15,470 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 0.51% | 6.41%-5.9pp | 8.01%-7.5pp | 11.45%-10.9pp |
| Employer contribution / active EE | $12,604 | $11,592+8.7% | $29,476-57.2% | $17,219-26.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |