Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $348,499 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $109,167 |
TANNER LLC10+ years Service code 10 · EIN 20-2253063 | Accounting | $22,099 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,071 | $44,898+207.5% | $85,187+62.1% | $199,960-31.0% |
| Participation rate | 96.8% | 45.7%+51.0pp | 67.5%+29.2pp | 72.0%+24.8pp |
| Annual return | 15.79% | 20.98%-5.2pp | 66.67%-50.9pp | 34.28%-18.5pp |
| Employer contribution / active EE | $4,634 | $1,367+238.9% | $2,732+69.6% | $3,036+52.6% |
| Participant deferral / active EE | $9,802 | $2,670+267.1% | $4,525+116.6% | $5,087+92.7% |
| Admin fee / account holder | $193 | $585-67.0% | $6,162-96.9% | $269-28.2% |