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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,160 |
SIGMA FINANCIAL CORPORATION4+ years Service code 49 · EIN 38-2472555 | Other Services | $27,889 |
THE OLDENBURG COMPANY INC4+ years Service code 49 · EIN 38-2658667 | Other Services | $13,861 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $30,645 | $44,473-31.1% | $76,518-60.0% | $55,725-45.0% |
| Participation rate | 88.6% | 51.0%+37.6pp | 68.0%+20.6pp | 70.9%+17.8pp |
| Annual return | 1.37% | -2.01%+3.4pp | -0.27%+1.6pp | 244.93%-243.6pp |
| Employer contribution / active EE | $983 | $1,101-10.7% | $2,647-62.9% | $2,078-52.7% |
| Participant deferral / active EE | $4,083 | $1,988+105.4% | $3,836+6.4% | $3,356+21.7% |
| Admin fee / account holder | $197 | $134+46.8% | $4,849-95.9% | $115+71.0% |