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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN & BROWN INC Service code 49 · EIN 59-0864469 | Other Services | $6,831 |
Service code 49 · EIN 51-0120742 | Other Services | $3,856 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,776 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $43,235 | $89,739-51.8% | $149,721-71.1% | $62,293-30.6% |
| Participation rate | 77.2% | 85.1%-7.9pp | 87.1%-9.9pp | 69.5%+7.7pp |
| Annual return | 32.43% | 21.01%+11.4pp | 1501.67%-1469.2pp | 28.90%+3.5pp |
| Employer contribution / active EE | $2,943 | $3,233-9.0% | $5,444-45.9% | $2,042+44.1% |
| Participant deferral / active EE | $4,854 | $4,797+1.2% | $6,568-26.1% | $3,169+53.2% |
| Admin fee / account holder | $16 | $551-97.1% | $11,282-99.9% | $479-96.6% |