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| Provider | Service type | Compensation |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT2+ years Filed as: SIGNATURE ESTATE & INVESTMENT ADVIS Service code 27 · EIN 95-4806910 | Advisory (Plan) | $15,939 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,534 |
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 | $22,811 | $30,599-25.5% | $74,577-69.4% | $57,658-60.4% |
| Participation rate | 83.3% | 49.1%+34.1pp | 68.1%+15.2pp | 70.2%+13.1pp |
| Annual return | 11.78% | 14.24%-2.5pp | 20.47%-8.7pp | 5.13%+6.7pp |
| Employer contribution / active EE | $1,957 | $1,000+95.8% | $2,525-22.5% | $1,974-0.8% |
| Participant deferral / active EE | $2,036 | $1,805+12.8% | $3,458-41.1% | $3,061-33.5% |
| Admin fee / account holder | $76 | $98-22.9% | $4,138-98.2% | $95-20.1% |