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| Provider | Service type | Compensation |
|---|---|---|
MOMENTOUS INS BROKERAGE INC2+ years Service code 49 · EIN 26-2785647 | Other Services | $10,223 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $547 |
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 | $56,509 | $76,551-26.2% | $123,894-54.4% | $62,881-10.1% |
| Participation rate | 76.0% | 73.0%+3.0pp | 81.4%-5.4pp | 69.3%+6.7pp |
| Annual return | 10.05% | 18.68%-8.6pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $901 | $2,882-68.8% | $4,617-80.5% | $2,281-60.5% |
| Participant deferral / active EE | $4,124 | $4,840-14.8% | $5,984-31.1% | $3,203+28.7% |
| Admin fee / account holder | $11 | $4,826-99.8% | $8,357-99.9% | $4,296-99.7% |