Filed April 27, 2015
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,736 |
Filed as: PRINCIPAL Service code 13 · EIN 42-1234567 | Contract Administrator | $6,061 |
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 | $83,667 | $101,523-17.6% | $141,200-40.7% | $77,775+7.6% |
| Participation rate | 93.4% | 77.4%+16.1pp | 82.5%+11.0pp | 73.2%+20.2pp |
| Annual return | 28.72% | 56.22%-27.5pp | 71.41%-42.7pp | 32.58%-3.9pp |
| Employer contribution / active EE | $1,621 | $3,341-51.5% | $4,736-65.8% | $2,504-35.2% |
| Participant deferral / active EE | $7,534 | $6,434+17.1% | $6,710+12.3% | $3,966+90.0% |
| Admin fee / account holder | $21 | $92-77.1% | $10,265-99.8% | $100-79.0% |