Filed April 12, 2017
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,348 |
Filed as: NY LIFE SECURITIES LLC Service code 49 | Other Services | $3,372 |
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 | $120,513 | $89,739+34.3% | $149,721-19.5% | $62,293+93.5% |
| Participation rate | 98.9% | 85.1%+13.8pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 29.82% | 21.01%+8.8pp | 1501.67%-1471.8pp | 28.90%+0.9pp |
| Employer contribution / active EE | $8,116 | $3,233+151.0% | $5,444+49.1% | $2,042+297.4% |
| Participant deferral / active EE | $8,107 | $4,797+69.0% | $6,568+23.4% | $3,169+155.8% |
| Admin fee / account holder | $32 | $551-94.2% | $11,282-99.7% | $479-93.3% |