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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,031 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $18,173 |
QUIGLEY & MIRON1+ years Service code 10 · EIN 95-4656881 | Accounting | $7,500 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,149 | $60,165-51.6% | $74,184-60.7% | $55,167-47.2% |
| Participation rate | 93.0% | 74.2%+18.9pp | 76.6%+16.4pp | 69.0%+24.0pp |
| Annual return | 5.86% | 10.00%-4.1pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,934 | $2,973+32.3% | $3,550+10.8% | $3,054+28.8% |
| Admin fee / account holder | $107 | $419-74.5% | $5,586-98.1% | $504-78.7% |