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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $16,680 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,359 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,659 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61 |
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 | $60,409 | $50,666+19.2% | $76,667-21.2% | $65,186-7.3% |
| Participation rate | 86.5% | 68.8%+17.7pp | 72.1%+14.4pp | 70.2%+16.3pp |
| Annual return | 20.73% | 28.51%-7.8pp | 1166.74%-1146.0pp | 29.39%-8.7pp |
| Employer contribution / active EE | $2,460 | $1,575+56.2% | $2,303+6.8% | $2,177+13.0% |
| Participant deferral / active EE | $3,858 | $2,647+45.8% | $3,336+15.7% | $3,514+9.8% |
| Admin fee / account holder | $178 | $463-61.6% | $6,423-97.2% | $847-79.0% |