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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $9,869 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $9,650 |
ABRAMS & ASSOCIATES9+ years Service code 10 · EIN 94-3132243 | Accounting | $6,045 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,683 | $62,127+337.3% | $81,382+233.8% | $74,495+264.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 3.29% | 16.48%-13.2pp | 24.73%-21.4pp | 1364.94%-1361.7pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $66 | $1,934-96.6% | $5,768-98.9% | $1,942-96.6% |