Filed April 26, 2019
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,636 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RET SVCS Service code 27 · EIN 35-2467665 | Advisory (Plan) | $94,975 |
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 | $86,963 | $67,512+28.8% | $185,849-53.2% | $93,010-6.5% |
| Participation rate | 70.1% | 67.1%+2.9pp | 81.7%-11.6pp | 73.9%-3.8pp |
| Annual return | 16.67% | 21.04%-4.4pp | 122.10%-105.4pp | 158.70%-142.0pp |
| Employer contribution / active EE | $600 | $1,783-66.4% | $5,169-88.4% | $2,705-77.8% |
| Participant deferral / active EE | $3,644 | $3,035+20.0% | $5,569-34.6% | $4,561-20.1% |
| Admin fee / account holder | $170 | $318-46.3% | $16,244-99.0% | $152+12.4% |