Filed August 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,682 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,128 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $38,888 | $37,213+4.5% | $156,551-75.2% | $63,975-39.2% |
| Participation rate | 93.1% | 65.0%+28.1pp | 84.0%+9.1pp | 71.1%+21.9pp |
| Annual return | 9.56% | 47.89%-38.3pp | 32.23%-22.7pp | 48.65%-39.1pp |
| Employer contribution / active EE | $2,008 | $1,357+48.0% | $5,501-63.5% | $2,182-8.0% |
| Participant deferral / active EE | $3,233 | $2,070+56.2% | $4,871-33.6% | $3,356-3.7% |
| Admin fee / account holder | $31 | $56-45.5% | $13,028-99.8% | $70-56.4% |