Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,541 |
WEALTHPLAN ADVISORS LLC1 year Filed as: WEALTHPLAN ADVISORS, INC. Service code 27 · EIN 26-4646168 | Advisory (Plan) | $47,202 |
TANNER LLC2+ years Service code 10 · EIN 20-2253063 | Accounting | $24,723 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,699 | $30,599+202.9% | $74,577+24.3% | $57,658+60.8% |
| Participation rate | 97.0% | 49.1%+47.9pp | 68.1%+28.9pp | 70.2%+26.8pp |
| Annual return | 5.75% | 14.24%-8.5pp | 20.47%-14.7pp | 5.13%+0.6pp |
| Employer contribution / active EE | $3,993 | $1,000+299.4% | $2,525+58.1% | $1,974+102.3% |
| Participant deferral / active EE | $8,933 | $1,805+394.9% | $3,458+158.3% | $3,061+191.9% |
| Admin fee / account holder | $39 | $98-60.6% | $4,138-99.1% | $95-59.2% |