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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PERSHING, LLC Service code 27 ONE PERSHING PLAZA · JERSEY CITY, NC 07399 | Advisory (Plan) | $8,899 |
Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $6,471 |
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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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -2.59% | -2.51%-0.1pp | -102.04%+99.5pp | -0.69%-1.9pp |
| Employer contribution / active EE | $0 | $11,346-100.0% | $36,232-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |