Filed December 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,803 |
Service code 49 · EIN 74-2794194 | Other Services | $7,656 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,041 | $74,347-74.4% | $93,606-79.7% | $67,579-71.8% |
| Participation rate | 95.3% | 80.6%+14.7pp | 75.8%+19.5pp | 71.3%+24.0pp |
| Annual return | 23.23% | 28.07%-4.8pp | 32.76%-9.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $435 | $2,583-83.2% | $2,718-84.0% | $2,148-79.8% |
| Participant deferral / active EE | $2,249 | $4,060-44.6% | $4,069-44.7% | $3,539-36.5% |
| Admin fee / account holder | $78 | $123-36.6% | $7,888-99.0% | $142-45.3% |