Filed February 5, 2024 (most recent of 8 filings on file)
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $503,951 |
BOYER & RITTER, CPA'S1 year Filed as: BOYER & CORPORON WEALTH MANAGE Service code 26 · EIN 26-0817243 | Advisory (Participants) | $13,458 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Direct payment ... | $10,961 |
THE ETF STORE INC1 year Service code 26 · EIN 26-4480908 | Advisory (Participants) | $8,694 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,173 | $119,153+7.6% | $151,634-15.5% | $78,104+64.1% |
| Participation rate | 97.6% | 92.5%+5.2pp | 87.5%+10.1pp | 74.5%+23.1pp |
| Annual return | -13.80% | -10.83%-3.0pp | 3.32%-17.1pp | 10.90%-24.7pp |
| Employer contribution / active EE | $6,858 | $5,298+29.4% | $6,165+11.2% | $3,128+119.3% |
| Participant deferral / active EE | $10,282 | $8,624+19.2% | $8,363+23.0% | $5,089+102.1% |
| Admin fee / account holder | $67 | $69-2.3% | $11,614-99.4% | $79-14.9% |