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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANCIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $9,343 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,153 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,744 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 15 · EIN 22-1211670 | Recordkeeping | $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 | $98,778 | $56,197+75.8% | $67,652+46.0% | $59,633+65.6% |
| Participation rate | 96.6% | 71.5%+25.2pp | 75.7%+21.0pp | 68.7%+28.0pp |
| Annual return | -1.79% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $3,844 | $1,615+138.1% | $2,266+69.7% | $2,203+74.5% |
| Participant deferral / active EE | $6,776 | $2,844+138.3% | $3,560+90.4% | $3,192+112.3% |
| Admin fee / account holder | $126 | $3,958-96.8% | $4,821-97.4% | $4,297-97.1% |