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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $174,436 |
Filed as: SANSIVERI, KIMBALL & COMPANY, LLP Service code 10 · EIN 05-0255779 | Accounting | $23,650 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $10,167 |
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Annual investment return 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 | $33,081-100.0% | $53,690-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.5%-44.5pp |
| Annual return | -22.48% | 0.10%-22.6pp | -4.80%-17.7pp | -14.65%-7.8pp |
| Employer contribution / active EE | $66,538 | $45,650+45.8% | $30,897+115.4% | $46,321+43.6% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |