Filed April 12, 2017
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,581 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,687 | $70,667+14.2% | $123,105-34.5% | $52,331+54.2% |
| Participation rate | 90.0% | 83.7%+6.3pp | 86.8%+3.2pp | 68.1%+21.9pp |
| Annual return | 2.01% | 6.23%-4.2pp | 13.22%-11.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $2,569 | $2,946-12.8% | $5,151-50.1% | $1,882+36.5% |
| Participant deferral / active EE | $6,027 | $4,493+34.1% | $6,229-3.3% | $3,022+99.4% |
| Admin fee / account holder | $24 | $506-95.2% | $9,014-99.7% | $592-95.9% |