Filed April 12, 2017
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,169 |
Filed as: NY LIFE SECURITIES LLC Service code 49 | Other Services | $2,973 |
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 | $88,191 | $74,089+19.0% | $133,975-34.2% | $55,167+59.9% |
| Participation rate | 98.0% | 84.3%+13.8pp | 87.1%+11.0pp | 69.0%+29.0pp |
| Annual return | 10.14% | 12.11%-2.0pp | 29.29%-19.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $5,839 | $3,064+90.6% | $5,211+12.0% | $1,963+197.5% |
| Participant deferral / active EE | $7,068 | $4,678+51.1% | $6,282+12.5% | $3,054+131.4% |
| Admin fee / account holder | $29 | $458-93.6% | $9,324-99.7% | $504-94.2% |