Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS Service code 26 · EIN 26-4646168 | Advisory (Participants) | $82,449 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,412 |
TANNER LLC1+ years Service code 10 · EIN 20-2253063 | Accounting | $33,396 |
ENERGYSOLUTIONS1+ years Service code 49 · EIN 14-1921823 | Other Services | $7,553 |
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 | $88,845 | $30,979+186.8% | $67,704+31.2% | $59,188+50.1% |
| Participation rate | 94.5% | 40.5%+54.0pp | 67.5%+26.9pp | 69.4%+25.0pp |
| Annual return | 0.77% | -1.74%+2.5pp | 25.41%-24.6pp | 5.51%-4.7pp |
| Employer contribution / active EE | $2,889 | $807+257.8% | $2,559+12.9% | $2,098+37.7% |
| Participant deferral / active EE | $7,715 | $1,603+381.4% | $3,585+115.2% | $3,265+136.3% |
| Admin fee / account holder | $24 | $81-70.8% | $4,255-99.4% | $92-74.4% |