Filed January 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 49 | Other Services | $74,348 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,451 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 11 | Actuarial | $19,223 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
PRCA2 years Filed as: PRCA LLC Service code 49 · EIN 45-4208939 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,779 | $89,274-57.7% | $149,721-74.8% | $77,958-51.5% |
| Participation rate | 52.9% | 87.6%-34.7pp | 87.1%-34.1pp | 71.6%-18.7pp |
| Annual return | 94.72% | 20.36%+74.4pp | 1501.67%-1406.9pp | 20.87%+73.9pp |
| Employer contribution / active EE | $509 | $3,727-86.3% | $5,444-90.7% | $2,310-78.0% |
| Participant deferral / active EE | $3,604 | $5,382-33.0% | $6,568-45.1% | $3,537+1.9% |
| Admin fee / account holder | $40 | $240-83.4% | $11,282-99.6% | $97-59.2% |