Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC2 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $94,420 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,975 |
TANNER LLC4+ years Service code 10 · EIN 20-2253063 | Accounting | $25,579 |
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 | $100,076 | $44,473+125.0% | $76,518+30.8% | $55,725+79.6% |
| Participation rate | 97.2% | 51.0%+46.2pp | 68.0%+29.2pp | 70.9%+26.3pp |
| Annual return | -3.80% | -2.01%-1.8pp | -0.27%-3.5pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,963 | $1,101+259.8% | $2,647+49.7% | $2,078+90.7% |
| Participant deferral / active EE | $7,960 | $1,988+300.5% | $3,836+107.5% | $3,356+137.2% |
| Admin fee / account holder | $48 | $134-64.6% | $4,849-99.0% | $115-58.7% |