Filed August 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-2794194 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $22,686 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,122 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE STE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $4,025 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 W WHISPERING WIND DR STE 201 · PHOENIX, AZ 85085 | Other Fees | $900 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $290 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,334 | $79,519-74.4% | $95,956-78.8% | $73,412-72.3% |
| Participation rate | 95.7% | 81.2%+14.5pp | 77.1%+18.6pp | 72.2%+23.5pp |
| Annual return | 35.78% | 19.20%+16.6pp | 91.63%-55.8pp | 59.30%-23.5pp |
| Employer contribution / active EE | $2,396 | $2,048+17.0% | $2,541-5.7% | $2,234+7.3% |
| Participant deferral / active EE | $4,029 | $4,138-2.6% | $4,167-3.3% | $3,806+5.9% |
| Admin fee / account holder | $86 | $184-53.2% | $6,797-98.7% | $158-45.4% |