Filed September 12, 2025 (most recent of 3 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,692 |
WEALTHPLAN ADVISORS LLC2 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $13,728 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,925 | $89,739-66.7% | $149,721-80.0% | $62,293-52.0% |
| Participation rate | 94.3% | 85.1%+9.1pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 16.02% | 21.01%-5.0pp | 1501.67%-1485.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,277 | $3,233-60.5% | $5,444-76.5% | $2,042-37.5% |
| Participant deferral / active EE | $2,526 | $4,797-47.3% | $6,568-61.5% | $3,169-20.3% |
| Admin fee / account holder | $87 | $551-84.3% | $11,282-99.2% | $479-81.9% |