Filed September 7, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RYLANDER, CLAY & OPITZ, LLP1+ years Service code 10 · EIN 75-1458509 | Accounting | $16,000 |
Service code 27 | Advisory (Plan) | $15,651 |
CARROLL CONSULTANTS, LTD1+ years Service code 13 · EIN 23-2784936 | Contract Administrator | $7,084 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $720 |
Filed as: CARROLL CONSULTANTS ADVISORS, LTD. Service code 27 · EIN 45-3943005 | Advisory (Plan) | $0 |
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 | $67,210 | $52,467+28.1% | $57,196+17.5% | $55,167+21.8% |
| Participation rate | 92.6% | 75.8%+16.7pp | 75.3%+17.3pp | 69.0%+23.6pp |
| Annual return | 1.98% | 7.72%-5.7pp | 14.59%-12.6pp | 169.23%-167.3pp |
| Employer contribution / active EE | $4,265 | $2,477+72.2% | $2,683+59.0% | $1,963+117.3% |
| Participant deferral / active EE | $4,953 | $2,830+75.0% | $3,096+60.0% | $3,054+62.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |