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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,068 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $114,951 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT Service code 26 · EIN 47-1411118 | Advisory (Participants) | $102,388 |
WELLTH ADVISORY SERVICES LLC1+ years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $76,364 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $31,250 |
MOORE STEPHENS TILLER LLC1+ years Filed as: MSTILLER Service code 10 · EIN 58-0673524 | Accounting | $31,225 |
SAGE VIEW ADV GROUP LLC1+ years Service code 17 · EIN 33-0818667 | Pension Consulting | $6,734 |
MORNINGSTAR1+ years Filed as: MORINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
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 | $135,080 | $53,254+153.7% | $155,574-13.2% | $199,921-32.4% |
| Participation rate | 91.5% | 64.1%+27.4pp | 78.2%+13.3pp | 72.0%+19.5pp |
| Annual return | 95.81% | 41.18%+54.6pp | 64.87%+30.9pp | 34.28%+61.5pp |
| Employer contribution / active EE | $9,262 | $1,848+401.3% | $4,676+98.1% | $3,035+205.1% |
| Participant deferral / active EE | $5,727 | $3,165+80.9% | $5,629+1.7% | $5,089+12.5% |
| Admin fee / account holder | $263 | $186+41.8% | $15,914-98.3% | $269-2.2% |