Filed July 12, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,438 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS,LL Service code 13 · EIN 26-0058143 | Contract Administrator | $43,260 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $138,753 | $51,878+167.5% | $68,368+103.0% | $79,634+74.2% |
| Participation rate | 94.5% | 53.7%+40.8pp | 73.8%+20.8pp | 62.5%+32.0pp |
| Annual return | 18.01% | 137.43%-119.4pp | 292.57%-274.6pp | 36.46%-18.5pp |
| Employer contribution / active EE | $8,608 | $1,931+345.7% | $2,649+224.9% | $2,529+240.3% |
| Participant deferral / active EE | $10,931 | $2,577+324.1% | $4,123+165.1% | $3,835+185.1% |
| Admin fee / account holder | $255 | $942-72.9% | $5,150-95.0% | $1,002-74.5% |