Filed December 2, 2022 (most recent of 2 filings on file)
Total covered: 12 employees
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 |
|---|---|---|
FIRST WESTERN TRUST BANK9+ years Filed as: FIRST WESTERN TRUST Service code 27 · EIN 27-0083757 | Advisory (Plan) | $27,665 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,004 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,728 | $57,305+46.1% | $86,640-3.4% | $75,173+11.4% |
| Participation rate | 97.9% | 63.2%+34.7pp | 71.7%+26.2pp | 67.2%+30.7pp |
| Annual return | 17.60% | 2674.24%-2656.6pp | 592.52%-574.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $4,142 | $2,316+78.8% | $3,024+37.0% | $2,671+55.1% |
| Participant deferral / active EE | $9,164 | $3,320+176.1% | $4,438+106.5% | $4,126+122.1% |
| Admin fee / account holder | $284 | $4,116-93.1% | $5,616-94.9% | $5,651-95.0% |