Filed December 2, 2022 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIRST WESTERN TRUST BANK3+ years Filed as: FIRST WESTERN TRUST Service code 27 · EIN 27-0083757 | Advisory (Plan) | $23,514 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,415 |
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 | $52,619 | $50,637+3.9% | $86,582-39.2% | $62,293-15.5% |
| Participation rate | 92.8% | 67.9%+24.9pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 18.92% | 20.80%-1.9pp | 965.08%-946.2pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,805 | $2,075+35.2% | $2,839-1.2% | $2,042+37.3% |
| Participant deferral / active EE | $5,404 | $2,611+107.0% | $3,609+49.8% | $3,169+70.5% |
| Admin fee / account holder | $221 | $413-46.5% | $4,904-95.5% | $479-53.9% |