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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $20,122 |
Filed as: PRINCIPLED ADVISORS, INC Service code 15 · EIN 59-3782727 | Recordkeeping | $13,195 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $9,375 |
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 | $68,289 | $64,359+6.1% | $90,161-24.3% | $70,126-2.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.08% | 28.13%-10.1pp | 34.89%-16.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $2,146 | $2,046+4.9% | $3,318-35.3% | $2,343-8.4% |
| Participant deferral / active EE | $8,243 | $4,389+87.8% | $5,287+55.9% | $3,332+147.4% |
| Admin fee / account holder | $252 | $3,945-93.6% | $5,943-95.8% | $4,645-94.6% |