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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $71,982 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $21,153 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $9,000 |
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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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 3.16% | 3.31%-0.1pp | 5.04%-1.9pp | 13.05%-9.9pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |