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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,026 |
HAROLD MITTEL1 year Filed as: HAROLD SOBEL SOBEL & COMPANY Service code 10 · EIN 22-1430039 | Accounting | $15,000 |
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 | $111,040 | $51,466+115.8% | $78,778+41.0% | $62,293+78.3% |
| Participation rate | 91.7% | 59.8%+32.0pp | 69.2%+22.6pp | 69.5%+22.2pp |
| Annual return | 15.15% | 19.96%-4.8pp | 35.62%-20.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,623 | $827+96.2% | $1,986-18.3% | $2,042-20.5% |
| Participant deferral / active EE | $4,705 | $2,147+119.1% | $2,958+59.0% | $3,169+48.5% |
| Admin fee / account holder | $179 | $489-63.4% | $5,134-96.5% | $479-62.7% |