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| Provider | Service type | Compensation |
|---|---|---|
FORD & HARRISON LLP2+ years Filed as: FORD, GARRETT M. Service code 49 6550 ROCK SPRING DR · BETHESDA, MD 208171144 | Other Services | $20,982 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,752 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $117,203 | $48,078+143.8% | $78,676+49.0% | $62,881+86.4% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 11.24% | 31.36%-20.1pp | 62.19%-50.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $6,058 | $2,015+200.7% | $2,850+112.6% | $2,281+165.6% |
| Participant deferral / active EE | $6,328 | $2,587+144.6% | $3,517+79.9% | $3,203+97.6% |
| Admin fee / account holder | $37 | $3,206-98.9% | $4,510-99.2% | $4,296-99.1% |