Filed January 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,684 |
Service code 49 · EIN 74-2794194 | Other Services | $26,129 |
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 | $103,073 | $43,423+137.4% | $78,676+31.0% | $55,167+86.8% |
| Participation rate | 79.3% | 68.0%+11.2pp | 73.6%+5.7pp | 69.0%+10.3pp |
| Annual return | 7.65% | 11.53%-3.9pp | 62.19%-54.5pp | 169.23%-161.6pp |
| Employer contribution / active EE | $8,050 | $1,997+303.2% | $2,850+182.5% | $1,963+310.2% |
| Participant deferral / active EE | $5,823 | $2,509+132.1% | $3,517+65.6% | $3,054+90.7% |
| Admin fee / account holder | $201 | $416-51.8% | $4,510-95.6% | $504-60.2% |