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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION2+ years Service code 49 · EIN 38-2472555 | Other Services | $17,990 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,559 |
THE OLDENBURG COMPANY INC2+ years Service code 49 · EIN 38-2658667 | Other Services | $8,604 |
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 | $28,060 | $30,599-8.3% | $74,577-62.4% | $57,658-51.3% |
| Participation rate | 81.0% | 49.1%+31.8pp | 68.1%+12.8pp | 70.2%+10.7pp |
| Annual return | 10.58% | 14.24%-3.7pp | 20.47%-9.9pp | 5.13%+5.4pp |
| Employer contribution / active EE | $529 | $1,000-47.0% | $2,525-79.0% | $1,974-73.2% |
| Participant deferral / active EE | $2,939 | $1,805+62.8% | $3,458-15.0% | $3,061-4.0% |
| Admin fee / account holder | $27 | $98-72.6% | $4,138-99.4% | $95-71.5% |