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| Provider | Service type | Compensation |
|---|---|---|
LEFFEL, TOBY L.2+ years Service code 49 921 FIRST COLONIAL RD · VIRGINIA BCH, VA 234543167 | Other Services | $4,235 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,396 |
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 | $34,133 | $53,128-35.8% | $86,582-60.6% | $70,126-51.3% |
| Participation rate | 78.7% | 65.3%+13.4pp | 73.5%+5.2pp | 69.5%+9.2pp |
| Annual return | 13.73% | 27.66%-13.9pp | 965.08%-951.4pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,765 | $2,068-14.6% | $2,839-37.8% | $2,343-24.6% |
| Participant deferral / active EE | $1,255 | $2,695-53.4% | $3,609-65.2% | $3,332-62.3% |
| Admin fee / account holder | $39 | $3,584-98.9% | $4,904-99.2% | $4,645-99.2% |