Filed March 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 17 · EIN 47-3313152 | Pension Consulting | $137,311 |
Service code 11 · EIN 53-0181291 | Actuarial | $89,890 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $36,288 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 29 · EIN 58-0946915 | Legal | $17,728 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | -4.77% | 16.55%-21.3pp | 15.31%-20.1pp | 24.44%-29.2pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |