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| Provider | Service type | Compensation |
|---|---|---|
NOTTINGHAM ADVISORS1+ years Service code 27 · EIN 16-1133372 | Advisory (Plan) | $25,998 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -1.46% | -2.03%+0.6pp | -2.01%+0.5pp | 2.81%-4.3pp |
| Employer contribution / active EE | $1,630 | $9,185-82.2% | $34,453-95.3% | $16,358-90.0% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |