Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $325,809 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $114,040 |
TANNER LLC11+ years Service code 10 · EIN 20-2253063 | Accounting | $18,147 |
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 | $141,848 | $53,236+166.4% | $86,233+64.5% | $103,975+36.4% |
| Participation rate | 96.9% | 34.4%+62.5pp | 69.0%+27.8pp | 72.5%+24.3pp |
| Annual return | 15.67% | 16.04%-0.4pp | 61.39%-45.7pp | 19.41%-3.7pp |
| Employer contribution / active EE | $4,533 | $1,362+232.8% | $2,504+81.0% | $3,722+21.8% |
| Participant deferral / active EE | $9,852 | $2,309+326.7% | $4,559+116.1% | $5,343+84.4% |
| Admin fee / account holder | $167 | $2,172-92.3% | $8,342-98.0% | $332-49.9% |