Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC3 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $95,411 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,836 |
TANNER LLC5+ years Service code 10 · EIN 20-2253063 | Accounting | $21,206 |
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 | $121,177 | $40,522+199.0% | $84,623+43.2% | $67,579+79.3% |
| Participation rate | 96.2% | 51.1%+45.1pp | 68.2%+28.0pp | 71.3%+24.9pp |
| Annual return | 23.98% | 32.72%-8.7pp | 258.77%-234.8pp | 378.56%-354.6pp |
| Employer contribution / active EE | $3,806 | $1,146+232.1% | $2,652+43.5% | $2,148+77.2% |
| Participant deferral / active EE | $8,040 | $2,132+277.1% | $3,899+106.2% | $3,539+127.2% |
| Admin fee / account holder | $47 | $145-67.4% | $4,913-99.0% | $142-66.7% |