Filed November 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $151,535 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $2,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,682 | $26,479-44.6% | $74,701-80.3% | $77,787-81.1% |
| Participation rate | 95.8% | 37.6%+58.2pp | 54.5%+41.4pp | 73.2%+22.6pp |
| Annual return | 22.97% | 38.31%-15.3pp | 752.92%-730.0pp | 32.57%-9.6pp |
| Employer contribution / active EE | $540 | $440+22.8% | $1,084-50.2% | $2,504-78.4% |
| Participant deferral / active EE | $1,820 | $1,074+69.4% | $1,964-7.3% | $3,967-54.1% |
| Admin fee / account holder | $98 | $119-17.7% | $3,333-97.1% | $100-2.1% |