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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2 years Service code 11 · EIN 23-1669823 | Actuarial | $168,598 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $24,675 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-3180817 | Advisory (Participants) | $15,998 |
Filed as: PRINCIPAL Service code 21 510 N VALLEY MILLS DRIVE, SUITE 400 · WACO, TX 767106075 | Bank Trustee | $11,127 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,833-100.0% | $112,259-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 13.6%-13.6pp | 34.7%-34.7pp |
| Annual return | -0.16% | -2.43%+2.3pp | -0.21%0pp | 12.28%-12.4pp |
| Employer contribution / active EE | $0 | $25,812-100.0% | $24,124-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $419-100.0% | $350-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $47,656-100.0% |