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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-1520346 | Recordkeeping | $40,555 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 49 · EIN 43-1815436 | Other Services | $28,365 |
Filed as: PRUDENT FINANCIAL Service code 24 · EIN 22-3703799 | Discretionary Trustee | $15,030 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.