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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC3+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $47,860 |
Filed as: MANSPERGER PATTERSON & M Service code 10 · EIN 86-0751928 | Accounting | $6,750 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,076 |
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 | $111,379 | $80,753+37.9% | $136,298-18.3% | $62,293+78.8% |
| Participation rate | 97.7% | 73.5%+24.2pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 17.69% | 35.83%-18.1pp | 5156.27%-5138.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $6,179 | $2,884+114.3% | $4,696+31.6% | $2,042+202.5% |
| Participant deferral / active EE | $9,642 | $5,164+86.7% | $6,247+54.3% | $3,169+204.2% |
| Admin fee / account holder | $63 | $525-88.1% | $9,244-99.3% | $479-86.9% |