Filed July 26, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,484 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE PRAIRIE GROUP, LLC Service code 27 · EIN 76-0701903 | Advisory (Plan) | $24,925 |
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 | $62,947 | $79,523-20.8% | $140,016-55.0% | $56,287+11.8% |
| Participation rate | 93.1% | 85.7%+7.4pp | 87.5%+5.6pp | 69.9%+23.3pp |
| Annual return | -2.97% | 2.39%-5.4pp | 651.12%-654.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $2,101 | $3,350-37.3% | $5,606-62.5% | $2,111-0.5% |
| Participant deferral / active EE | $4,325 | $5,129-15.7% | $6,927-37.6% | $3,350+29.1% |
| Admin fee / account holder | $271 | $614-55.8% | $10,705-97.5% | $521-47.9% |