Filed December 19, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE LEADERS GROUP INC1 year Service code 49 · EIN 84-1275292 | Other Services | $15,509 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,307 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,166 | $52,884-16.5% | $84,753-47.9% | $55,167-19.9% |
| Participation rate | 92.6% | 67.5%+25.1pp | 76.6%+16.1pp | 69.0%+23.7pp |
| Annual return | 7.51% | 18.03%-10.5pp | 22.78%-15.3pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,457 | $2,233+10.0% | $3,574-31.3% | $1,963+25.2% |
| Participant deferral / active EE | $2,171 | $2,644-17.9% | $3,712-41.5% | $3,054-28.9% |
| Admin fee / account holder | $104 | $581-82.0% | $5,333-98.0% | $504-79.3% |