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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $521,124 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $190,449 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 999 THIRD AVE · SEATTLE, WA 98104 | Accounting | $31,520 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Investment Management | $29,167 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | -2.44% | 17.72%-20.2pp | 148.65%-151.1pp | 9.30%-11.7pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $26,844-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |