Filed September 7, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RYLANDER, CLAY & OPITZ, LLP2+ years Service code 10 · EIN 75-1458509 | Accounting | $16,500 |
Service code 27 | Advisory (Plan) | $14,775 |
CARROLL CONSULTANTS, LTD2+ years Service code 13 · EIN 23-2784936 | Contract Administrator | $14,238 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $680 |
Filed as: CARROLL CONSULTANTS ADVISORS, LTD. Service code 27 · EIN 45-3943005 | Advisory (Plan) | $0 |
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 | $74,716 | $57,976+28.9% | $63,018+18.6% | $62,293+19.9% |
| Participation rate | 90.1% | 75.9%+14.2pp | 74.8%+15.3pp | 69.5%+20.6pp |
| Annual return | 10.87% | 17.54%-6.7pp | 87.62%-76.7pp | 28.90%-18.0pp |
| Employer contribution / active EE | $4,516 | $2,415+87.0% | $2,761+63.6% | $2,042+121.1% |
| Participant deferral / active EE | $5,444 | $2,956+84.2% | $3,330+63.5% | $3,169+71.8% |
| Admin fee / account holder | $2 | $276-99.4% | $3,601-100.0% | $479-99.7% |