Filed February 12, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,003 |
ANB FINANCIAL SERVICES1 year Service code 49 · EIN 21-6763300 | Other Services | $20,065 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,832 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 | Contract Administrator | $9,613 |
ANB BANK1 year Service code 27 · EIN 84-0532189 | Advisory (Plan) | $7,029 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES,INC Service code 13 · EIN 45-0514557 | Contract Administrator | $3,805 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $91,695 | $52,722+73.9% | $90,468+1.4% | $73,415+24.9% |
| Participation rate | 76.8% | 67.7%+9.1pp | 72.7%+4.1pp | 72.2%+4.7pp |
| Annual return | 14.56% | 20.70%-6.1pp | 1294.94%-1280.4pp | 59.30%-44.7pp |
| Employer contribution / active EE | $2,467 | $1,872+31.8% | $3,264-24.4% | $2,234+10.4% |
| Participant deferral / active EE | $3,320 | $2,810+18.1% | $3,964-16.3% | $3,806-12.8% |
| Admin fee / account holder | $192 | $117+64.5% | $5,614-96.6% | $158+21.8% |