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| Provider | Service type | Compensation |
|---|---|---|
STROTHMAN AND COMPANY1+ years Filed as: STROTHMAN & COMPANY PSC Service code 10 · EIN 61-1191655 | Accounting | $15,900 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,487 | $30,599+130.4% | $74,577-5.5% | $57,658+22.2% |
| Participation rate | 96.0% | 49.1%+46.8pp | 68.1%+27.9pp | 70.2%+25.7pp |
| Annual return | 11.05% | 14.24%-3.2pp | 20.47%-9.4pp | 5.13%+5.9pp |
| Employer contribution / active EE | $1,777 | $1,000+77.7% | $2,525-29.6% | $1,974-10.0% |
| Participant deferral / active EE | $5,267 | $1,805+191.8% | $3,458+52.3% | $3,061+72.1% |
| Admin fee / account holder | $55 | $98-43.6% | $4,138-98.7% | $95-41.5% |