Filed December 16, 2014
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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION4+ years Service code 49 · EIN 38-2472555 | Other Services | $19,618 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,145 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $30,485 | $47,977-36.5% | $154,108-80.2% | $56,289-45.8% |
| Participation rate | 74.3% | 66.2%+8.1pp | 83.0%-8.7pp | 69.9%+4.5pp |
| Annual return | -2.70% | 3.54%-6.2pp | 735.21%-737.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $956 | $2,169-55.9% | $5,298-82.0% | $2,111-54.7% |
| Participant deferral / active EE | $1,106 | $2,392-53.8% | $5,081-78.2% | $3,350-67.0% |
| Admin fee / account holder | $73 | $438-83.4% | $13,411-99.5% | $521-86.0% |