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| Provider | Service type | Compensation |
|---|---|---|
HULBERT, PATRICK B.1+ years Service code 49 1001 S MONACO PKWY · DENVER, CO 802241623 | Other Services | $11,881 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,547 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,880 | $43,423+21.8% | $78,676-32.8% | $55,167-4.1% |
| Participation rate | 70.1% | 68.0%+2.1pp | 73.6%-3.5pp | 69.0%+1.1pp |
| Annual return | -2.02% | 11.53%-13.5pp | 62.19%-64.2pp | 169.23%-171.3pp |
| Employer contribution / active EE | $389 | $1,997-80.5% | $2,850-86.3% | $1,963-80.2% |
| Participant deferral / active EE | $2,546 | $2,509+1.5% | $3,517-27.6% | $3,054-16.6% |
| Admin fee / account holder | $105 | $416-74.8% | $4,510-97.7% | $504-79.2% |