Filed March 1, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNWEST PENSIONS2 years Service code 15 · EIN 86-0922116 | Recordkeeping | $39,744 |
Filed as: PRINCOR FINANCIAL SERVICES Service code 26 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Participants) | $24,365 |
TAG RESOURCES, LLC2 years Service code 14 · EIN 62-1874769 | Plan Administrator | $18,620 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $90,607-100.0% | $79,467-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -92.46% | 977.74%-1070.2pp | 718.30%-810.8pp | 519.81%-612.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |