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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,722 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: ABAR RETIREMENT PLAN SERVICES LLC Service code 49 · EIN 46-1281375 | Other Services | $14,048 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $9,942 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,622 | $91,424-47.9% | $135,942-65.0% | $71,495-33.4% |
| Participation rate | 74.5% | 75.7%-1.1pp | 81.9%-7.4pp | 67.9%+6.6pp |
| Annual return | 18.92% | 29.90%-11.0pp | 68.28%-49.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $4,883 | $3,704+31.8% | $4,858+0.5% | $2,589+88.6% |
| Participant deferral / active EE | $10,093 | $7,092+42.3% | $7,759+30.1% | $4,291+135.2% |
| Admin fee / account holder | $184 | $1,266-85.5% | $10,764-98.3% | $1,588-88.4% |