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| Provider | Service type | Compensation |
|---|---|---|
RAFALKO ADVISORS, INC.1 year Service code 27 · EIN 26-1867080 | Advisory (Plan) | $20,213 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,933 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 49 · EIN 56-0747981 | Other Services | $3,684 |
SIGNATURE ESTATE & INVESTMENT3+ years Filed as: SIGNATURE ESTATE & INVESTMENT ADVIS Service code 27 · EIN 95-4806910 | Advisory (Plan) | $1,519 |
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 | $28,809 | $31,424-8.3% | $81,473-64.6% | $69,631-58.6% |
| Participation rate | 83.6% | 50.8%+32.8pp | 68.0%+15.6pp | 70.7%+12.9pp |
| Annual return | 17.96% | 22.44%-4.5pp | 38.78%-20.8pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,138 | $1,029+107.8% | $2,568-16.7% | $2,032+5.2% |
| Participant deferral / active EE | $2,489 | $1,838+35.4% | $3,537-29.6% | $3,224-22.8% |
| Admin fee / account holder | $109 | $103+6.7% | $4,561-97.6% | $110-0.9% |