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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $32,129 |
USI CONSULTING GROUP1 year Filed as: USI Service code 11 · EIN 06-1053228 | Actuarial | $8,000 |
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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 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 15.64% | 12.28%+3.4pp | 1.29%+14.4pp | 12.28%+3.4pp |
| Employer contribution / active EE | $89,448 | $34,589+158.6% | $23,735+276.9% | $34,589+158.6% |
| Participant deferral / active EE | $0 | $93-100.0% | $0 | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |