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| Provider | Service type | Compensation |
|---|---|---|
LCMT LLP1+ years Service code 13 · EIN 95-4304740 | Contract Administrator | $9,100 |
Filed as: KRAVITZ, INC Service code 13 · EIN 95-3207191 | Contract Administrator | $6,002 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,214 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $80 |
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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 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -1.69% | -2.03%+0.3pp | -2.01%+0.3pp | 2.81%-4.5pp |
| Employer contribution / active EE | $2,633 | $9,185-71.3% | $34,453-92.4% | $16,358-83.9% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |