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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $78,256 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,857 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $8,700 |
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 | $64,598 | $74,347-13.1% | $93,621-31.0% | $67,579-4.4% |
| Participation rate | 75.3% | 80.6%-5.3pp | 75.8%-0.5pp | 71.3%+4.1pp |
| Annual return | 22.98% | 28.07%-5.1pp | 32.76%-9.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,647 | $2,583-36.3% | $2,719-39.4% | $2,148-23.3% |
| Participant deferral / active EE | $2,955 | $4,060-27.2% | $4,070-27.4% | $3,539-16.5% |
| Admin fee / account holder | $252 | $123+105.5% | $7,890-96.8% | $142+77.1% |