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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,857 |
SIGMA FINANCIAL CORPORATION3+ years Service code 49 · EIN 38-2472555 | Other Services | $22,064 |
THE OLDENBURG COMPANY INC3+ years Service code 49 · EIN 38-2658667 | Other Services | $10,667 |
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 | $29,761 | $31,424-5.3% | $81,473-63.5% | $69,631-57.3% |
| Participation rate | 88.8% | 50.8%+37.9pp | 68.0%+20.8pp | 70.7%+18.1pp |
| Annual return | 21.51% | 22.44%-0.9pp | 38.78%-17.3pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $635 | $1,029-38.3% | $2,568-75.3% | $2,032-68.7% |
| Participant deferral / active EE | $3,204 | $1,838+74.3% | $3,537-9.4% | $3,224-0.6% |
| Admin fee / account holder | $63 | $103-38.2% | $4,561-98.6% | $110-42.6% |