Filed March 3, 2025 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY CONSULTING GRO Service code 27 · EIN 20-2807852 | Advisory (Plan) | $50,606 |
Service code 49 · EIN 52-2114207 | Other Services | $13,258 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,485 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,715 | $46,100+107.6% | $86,582+10.5% | $69,631+37.5% |
| Participation rate | 90.0% | 67.2%+22.8pp | 73.5%+16.4pp | 70.7%+19.3pp |
| Annual return | 13.51% | 21.02%-7.5pp | 965.08%-951.6pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $3,871 | $1,850+109.2% | $2,839+36.3% | $2,032+90.5% |
| Participant deferral / active EE | $4,754 | $2,432+95.5% | $3,609+31.8% | $3,224+47.5% |
| Admin fee / account holder | $121 | $94+29.0% | $4,904-97.5% | $110+9.6% |