Filed May 1, 2024
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA EQUITIES INC Service code 49 · EIN 52-1344411 | Other Services | $8,797 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,862 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,172 | $46,360-17.7% | $147,617-74.1% | $52,331-27.1% |
| Participation rate | 44.4% | 64.9%-20.5pp | 84.6%-40.2pp | 68.1%-23.7pp |
| Annual return | 1.40% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $362 | $2,126-83.0% | $5,564-93.5% | $1,882-80.8% |
| Participant deferral / active EE | $1,513 | $2,258-33.0% | $4,895-69.1% | $3,022-50.0% |
| Admin fee / account holder | $19 | $766-97.5% | $11,612-99.8% | $592-96.8% |