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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $17,250 |
BUTLER & STOWE9+ years Service code 10 · EIN 56-0625018 | Accounting | $11,100 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $5,763 |
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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 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | 19.34% | 7.83%+11.5pp | 8.34%+11.0pp | 13.05%+6.3pp |
| Employer contribution / active EE | $12,047 | $34,993-65.6% | $30,790-60.9% | $37,652-68.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |