Filed April 29, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE MELTZER GROUP2 years Filed as: THE MELTZER COMPANIES Service code 13 · EIN 74-2794197 | Contract Administrator | $20,000 |
BDO USA, LLP3+ years Filed as: BDO LLP USA Service code 10 · EIN 13-5381590 | Accounting | $14,910 |
BENEFIT CONSULTANTS GROUP3+ years Service code 10 · EIN 23-2383285 | Accounting | $8,009 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 11.78% | 8.48%+3.3pp | 9.39%+2.4pp | 10.21%+1.6pp |
| Employer contribution / active EE | $36,364 | $40,983-11.3% | $33,466+8.7% | $42,272-14.0% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |