Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,620 |
WEALTHPLAN ADVISORS LLC4 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $100,209 |
TANNER LLC6+ years Service code 10 · EIN 20-2253063 | Accounting | $19,045 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $140,785 | $39,948+252.4% | $89,414+57.5% | $73,412+91.8% |
| Participation rate | 96.5% | 50.4%+46.1pp | 68.0%+28.5pp | 72.2%+24.3pp |
| Annual return | 17.00% | 50.12%-33.1pp | 245.50%-228.5pp | 59.30%-42.3pp |
| Employer contribution / active EE | $4,078 | $1,200+239.8% | $2,586+57.7% | $2,234+82.6% |
| Participant deferral / active EE | $8,635 | $2,193+293.8% | $3,890+122.0% | $3,806+126.9% |
| Admin fee / account holder | $76 | $134-43.5% | $4,883-98.4% | $158-51.9% |