Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $179,323 |
WEALTHPLAN ADVISORS LLC1 year Service code 27 · EIN 47-2622892 | Advisory (Plan) | $84,322 |
TANNER LLC1 year Filed as: TANNER Service code 10 · EIN 20-2253063 | Accounting | $25,156 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & HART Service code 29 · EIN 14-1921823 | Legal | $5,162 |
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 | $105,343 | $31,424+235.2% | $81,473+29.3% | $69,631+51.3% |
| Participation rate | 94.5% | 50.8%+43.6pp | 68.0%+26.5pp | 70.7%+23.8pp |
| Annual return | 18.63% | 22.44%-3.8pp | 38.78%-20.2pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $3,188 | $1,029+209.8% | $2,568+24.1% | $2,032+56.9% |
| Participant deferral / active EE | $7,099 | $1,838+286.2% | $3,537+100.7% | $3,224+120.2% |
| Admin fee / account holder | $120 | $103+17.2% | $4,561-97.4% | $110+8.8% |