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| Provider | Service type | Compensation |
|---|---|---|
BENCHMARK FINANCIAL SVCS1+ years Service code 13 · EIN 65-0945318 | Contract Administrator | $102,700 |
CIKLIN LUBITZ MARTENS1+ years Service code 29 · EIN 59-2523541 | Legal | $40,000 |
MAGNUE RESEARCH CONSULTA1+ years Service code 13 · EIN 65-0434245 | Contract Administrator | $21,800 |
Service code 29 · EIN 20-0257515 | Legal | $18,288 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $18,158 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $16,838 |
COLLIER JERNIGAN AND GOEDERT PA1+ years Service code 10 · EIN 59-3612220 | Accounting | $8,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,580 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $466,275-100.0% | $466,275-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -2.49% | -3.01%+0.5pp | -2.52%0pp | -2.16%-0.3pp |
| Employer contribution / active EE | $749,234 | $180,892+314.2% | $109,954+581.4% | $42,949+1644.5% |
| Participant deferral / active EE | $0 | $0 | $846-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $12,408-100.0% | $12,408-100.0% | $12,572-100.0% |