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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7 years Filed as: HARBERT MEZZANINE PARTNERS III, LP Service code 28 · EIN 45-2704508 2100 3RD AVENUE NORTH, SUITE 600 · BIRMINGHAM, AL 35203 | Investment Management | $38,300 |
Filed as: PRINCIPAL BANK Service code 13 | Contract Administrator | $26,978 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 16.39% | 10.25%+6.1pp | 8.34%+8.0pp | 8.21%+8.2pp |
| Employer contribution / active EE | $1,081 | $16,685-93.5% | $30,790-96.5% | $13,837-92.2% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |