Filed April 29, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP4+ years Filed as: BDO LLP USA Service code 10 · EIN 13-5381590 | Accounting | $15,414 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 13 · EIN 74-2794197 | Contract Administrator | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,339 |
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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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | -0.25% | -0.62%+0.4pp | -0.67%+0.4pp | -82.67%+82.4pp |
| Employer contribution / active EE | $0 | $37,810-100.0% | $31,731-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |