Filed November 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,169 | $134,045-61.8% | $80,022-36.1% | $75,289-32.0% |
| Participation rate | 92.5% | 85.8%+6.8pp | 75.8%+16.7pp | 72.4%+20.1pp |
| Annual return | -2.28% | -0.56%-1.7pp | 11.22%-13.5pp | -0.04%-2.2pp |
| Employer contribution / active EE | $1,795 | $3,492-48.6% | $2,468-27.3% | $2,405-25.4% |
| Participant deferral / active EE | $3,131 | $4,976-37.1% | $3,686-15.1% | $3,739-16.3% |
| Admin fee / account holder | $116 | $124-6.3% | $6,521-98.2% | $102+13.5% |