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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.