Filed February 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $183,901 |
AMBU INC1 year Service code 13 · EIN 06-1090672 | Contract Administrator | $66,123 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,578 | $72,254-27.2% | $86,677-39.3% | $64,808-18.9% |
| Participation rate | 90.7% | 80.4%+10.3pp | 76.6%+14.1pp | 71.5%+19.3pp |
| Annual return | -17.18% | 392.42%-409.6pp | 35.91%-53.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,093 | $2,393+29.2% | $2,836+9.0% | $2,506+23.4% |
| Participant deferral / active EE | $7,196 | $4,658+54.5% | $4,656+54.6% | $4,310+66.9% |
| Admin fee / account holder | $223 | $174+28.2% | $7,493-97.0% | $188+18.7% |