Filings through .
Filed September 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,331 |
TOPEL FORMAN LLC1 year Service code 10 · EIN 36-2469413 | Accounting | $11,500 |
| Actuary | Schedule | Address, phone |
|---|---|---|
Horace Jones Principal Financial Group Schedule SB | Schedule SB | Pro |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.