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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,679 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,956 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,524 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,457 | $64,716-66.8% | $112,258-80.9% | $68,495-68.7% |
| Participation rate | 94.7% | 67.2%+27.5pp | 75.1%+19.6pp | 67.9%+26.8pp |
| Annual return | -22.60% | -11.40%-11.2pp | 27.47%-50.1pp | -7.84%-14.8pp |
| Employer contribution / active EE | $4,423 | $2,746+61.1% | $3,636+21.7% | $2,596+70.4% |
| Participant deferral / active EE | $1,283 | $3,565-64.0% | $4,728-72.9% | $4,028-68.1% |
| Admin fee / account holder | $101 | $5,232-98.1% | $6,411-98.4% | $5,403-98.1% |