Filed September 7, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $18,320 |
RYLANDER, CLAY & OPITZ, LLP3+ years Service code 10 · EIN 75-1458509 | Accounting | $16,750 |
CARROLL CONSULTANTS, LTD3+ years Service code 49 · EIN 23-2784936 | Other Services | $11,028 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $1,350 |
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 | $80,161 | $70,083+14.4% | $59,883+33.9% | $55,725+43.9% |
| Participation rate | 75.9% | 78.4%-2.5pp | 74.7%+1.2pp | 70.9%+5.0pp |
| Annual return | 8.19% | 3.13%+5.1pp | 3.46%+4.7pp | 244.93%-236.7pp |
| Employer contribution / active EE | $3,760 | $2,878+30.6% | $2,722+38.1% | $2,078+80.9% |
| Participant deferral / active EE | $4,508 | $3,079+46.4% | $3,402+32.5% | $3,356+34.3% |
| Admin fee / account holder | $3 | $70-95.6% | $3,591-99.9% | $115-97.3% |