Filed April 26, 2019
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS2 years Filed as: HPM PARTNERS LLC Service code 27 · EIN 27-1180831 | Advisory (Plan) | $94,975 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,506 |
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 | $55,787 | $45,382+22.9% | $154,108-63.8% | $75,289-25.9% |
| Participation rate | 78.1% | 65.9%+12.2pp | 83.0%-4.9pp | 72.4%+5.7pp |
| Annual return | -3.99% | -0.47%-3.5pp | 735.21%-739.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,148 | $1,533-25.1% | $5,298-78.3% | $2,405-52.3% |
| Participant deferral / active EE | $3,186 | $2,384+33.6% | $5,081-37.3% | $3,739-14.8% |
| Admin fee / account holder | $158 | $89+76.7% | $13,411-98.8% | $102+54.3% |