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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 17 · EIN 42-1520346 | Pension Consulting | $129,441 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD, 1700 · RALEIGH, NC 27609 | Pension Consulting | $64,624 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 17 · EIN 13-1835864 | Pension Consulting | $40,600 |
FISCHER DORWART, P.C.8+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $13,038 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -19.92% | -15.55%-4.4pp | -5.12%-14.8pp | 39.82%-59.7pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |