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| Provider | Service type | Compensation |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC2+ years Service code 27 · EIN 46-5319173 | Advisory (Plan) | $35,186 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,490 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $81,601 | $63,924+27.7% | $108,582-24.8% | $55,167+47.9% |
| Participation rate | 84.1% | 74.3%+9.7pp | 79.6%+4.5pp | 69.0%+15.1pp |
| Annual return | 7.28% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $551 | $1,879-70.7% | $3,758-85.3% | $1,963-71.9% |
| Participant deferral / active EE | $5,022 | $3,067+63.8% | $4,311+16.5% | $3,054+64.4% |
| Admin fee / account holder | $46 | $618-92.6% | $7,645-99.4% | $504-90.9% |