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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC2+ years Service code 49 · EIN 26-2768667 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Other Services | $12,076 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $2,759 |
IBBOTSON ASSOCIATES INC.2+ years Filed as: IBBOTSON ASSOCIATES Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
IBBOTSON ASSOCIATES INC.2+ years Filed as: IBBOTSON ASSOCIATES, INC Service code 26 | Advisory (Participants) | $0 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 | Other Services | $0 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 49 · EIN 74-2794194 1250 S. CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Services | $0 |
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 | $85,299 | $75,183+13.5% | $123,894-31.2% | $55,167+54.6% |
| Participation rate | 95.1% | 72.8%+22.2pp | 81.4%+13.7pp | 69.0%+26.1pp |
| Annual return | 8.38% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,311 | $2,823-53.6% | $4,617-71.6% | $1,963-33.2% |
| Participant deferral / active EE | $4,964 | $5,084-2.4% | $5,984-17.1% | $3,054+62.5% |
| Admin fee / account holder | $18 | $663-97.3% | $8,357-99.8% | $504-96.4% |