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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,470 |
LEFFEL, TOBY L.1+ years Service code 49 921 FIRST COLONIAL RD · VIRGINIA BCH, VA 234543167 | Other Services | $4,078 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $33,819 | $48,078-29.7% | $78,676-57.0% | $62,881-46.2% |
| Participation rate | 82.1% | 65.2%+16.8pp | 73.6%+8.5pp | 69.3%+12.7pp |
| Annual return | 80.98% | 31.36%+49.6pp | 62.19%+18.8pp | 20.14%+60.8pp |
| Employer contribution / active EE | $949 | $2,015-52.9% | $2,850-66.7% | $2,281-58.4% |
| Participant deferral / active EE | $1,629 | $2,587-37.0% | $3,517-53.7% | $3,203-49.2% |
| Admin fee / account holder | $57 | $3,206-98.2% | $4,510-98.7% | $4,296-98.7% |