Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,640 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $19,811 |
MARKLEY ACTUARIAL SERVICES, INC.1+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 49 · EIN 23-2439467 | Other Services | $12,341 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,422 | $80,177-49.6% | $123,894-67.4% | $57,658-29.9% |
| Participation rate | 97.8% | 74.4%+23.4pp | 81.4%+16.4pp | 70.2%+27.6pp |
| Annual return | 6.86% | 17.90%-11.0pp | 47.52%-40.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,085 | $2,913-28.4% | $4,617-54.8% | $1,974+5.6% |
| Participant deferral / active EE | $2,552 | $5,130-50.3% | $5,984-57.4% | $3,061-16.6% |
| Admin fee / account holder | $98 | $106-7.6% | $8,357-98.8% | $95+3.9% |