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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,079 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,349 |
Service code 28 · EIN 20-1227352 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN ADVISERS, INC. Service code 28 · EIN 94-3167260 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY1 year Filed as: OFI GLOBAL ASSET MANAGEMENT, INC. Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 95-2632339 | Investment Management | $0 |
PGIM INVESTMENTS1 year Filed as: PGIM INVESTMENTS LLC Service code 28 655 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO FUNDS MANAGEMENT LLC Service code 28 · EIN 41-0449260 | Investment Management | $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 | $61,278 | $80,753-24.1% | $136,298-55.0% | $62,293-1.6% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 17.95% | 35.83%-17.9pp | 5156.27%-5138.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $568 | $2,884-80.3% | $4,696-87.9% | $2,042-72.2% |
| Participant deferral / active EE | $9,359 | $5,164+81.2% | $6,247+49.8% | $3,169+195.3% |
| Admin fee / account holder | $162 | $525-69.1% | $9,244-98.2% | $479-66.2% |