Filed December 16, 2014
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION3+ years Service code 49 · EIN 38-2472555 | Other Services | $16,773 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,797 |
WILSHIRE ASSOCIATES INCORPORATED3+ years 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 | $31,962 | $55,453-42.4% | $170,435-81.2% | $62,293-48.7% |
| Participation rate | 76.2% | 66.4%+9.8pp | 83.6%-7.4pp | 69.5%+6.7pp |
| Annual return | 14.79% | 21.38%-6.6pp | 205.94%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $998 | $2,164-53.9% | $5,432-81.6% | $2,042-51.1% |
| Participant deferral / active EE | $999 | $2,303-56.6% | $4,939-79.8% | $3,169-68.5% |
| Admin fee / account holder | $81 | $455-82.3% | $13,881-99.4% | $479-83.2% |