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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $57,285 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,322 |
PENFLEX INC1+ years Service code 49 | Other Services | $1,114 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESMTNE MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANATMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
SAN DIEGO PENSION CONSULTANTS1+ years Service code 49 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,379 | $62,686-14.8% | $178,505-70.1% | $77,762-31.4% |
| Participation rate | 96.3% | 66.9%+29.4pp | 77.1%+19.2pp | 70.6%+25.7pp |
| Annual return | 19.48% | 16.16%+3.3pp | 27.16%-7.7pp | 31.27%-11.8pp |
| Employer contribution / active EE | $3,697 | $1,914+93.2% | $3,955-6.5% | $2,728+35.5% |
| Participant deferral / active EE | $9,777 | $4,224+131.5% | $6,280+55.7% | $4,651+110.2% |
| Admin fee / account holder | $272 | $386-29.6% | $10,428-97.4% | $433-37.2% |