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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $28,577 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $26,050 |
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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 | $330,599-100.0% | - | $330,599-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.7%-43.7pp |
| Annual return | 25.27% | 0.38%+24.9pp | 3.39%+21.9pp | 13.05%+12.2pp |
| Employer contribution / active EE | $81,842 | $47,609+71.9% | $31,780+157.5% | $37,664+117.3% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,365-100.0% | - | $31,365-100.0% |