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| Provider | Service type | Compensation |
|---|---|---|
BUTLER & STOWE10+ years Service code 10 · EIN 56-0625018 | Accounting | $11,600 |
USI CONSULTING GROUP5 years Service code 11 · EIN 06-1053228 | Actuarial | $6,000 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $5,928 |
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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 | $226,918-100.0% | $226,918-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 21.9%-21.9pp | 19.4%-19.4pp | 35.7%-35.7pp |
| Annual return | 11.38% | 8.21%+3.2pp | 8.54%+2.8pp | 15.19%-3.8pp |
| Employer contribution / active EE | $12,542 | $27,703-54.7% | $26,203-52.1% | $34,877-64.0% |
| Participant deferral / active EE | $0 | $255-100.0% | $449-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $50,584-100.0% |