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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Service code 10 · EIN 30-0840934 | Accounting | $11,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL INVESTMENT ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $7,673 |
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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 | $268,458-100.0% | $264,156-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 45.6%-45.6pp | 45.6%-45.6pp |
| Annual return | 5.53% | 4.72%+0.8pp | 4.74%+0.8pp | 4.16%+1.4pp |
| Employer contribution / active EE | $22,437 | $48,881-54.1% | $46,220-51.5% | $42,918-47.7% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |