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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $20,591 |
FORD & HARRISON LLP3+ years Filed as: FORD, GARRETT M. Service code 49 6550 ROCK SPRING DR · BETHESDA, MD 208171144 | Other Services | $5,727 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,948 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $145,810 | $50,637+188.0% | $86,581+68.4% | $62,293+134.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 26.19% | 20.80%+5.4pp | 965.06%-938.9pp | 28.90%-2.7pp |
| Employer contribution / active EE | $6,272 | $2,075+202.2% | $2,840+120.9% | $2,042+207.1% |
| Participant deferral / active EE | $6,044 | $2,611+131.5% | $3,609+67.5% | $3,169+90.7% |
| Admin fee / account holder | $36 | $413-91.2% | $4,904-99.3% | $479-92.4% |