Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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| Provider | Service type | Compensation |
|---|---|---|
PBGC PREMIUM1 year Filed as: PBGC Service code 23 · EIN 52-1042410 445 12TH STREET SW · WASHINGTON, DC 200242101 | Insurance services; Other insurance f... | $244,622 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Accounting | $75,000 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 23 · EIN 42-1520346 PO BOX 777 · DES MOINES, IA 50303 | Insurance services; Other insurance f... | $6,177 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.52% | 7.96%-6.4pp | 5.04%-3.5pp | 8.76%-7.2pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |