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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC Service code 13 · EIN 95-3207191 | Contract Administrator | $38,782 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,180 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $8,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 1.89% | 45.66%-43.8pp | 5.00%-3.1pp | 11.88%-10.0pp |
| Employer contribution / active EE | $3,007 | $9,637-68.8% | $35,918-91.6% | $14,612-79.4% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |