Filed June 16, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,681 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,109 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,650 | $86,332-28.6% | $125,175-50.7% | $65,185-5.4% |
| Participation rate | 82.1% | 75.3%+6.8pp | 79.8%+2.3pp | 70.2%+11.9pp |
| Annual return | 19.84% | 27.43%-7.6pp | 43.79%-24.0pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,090 | $2,040-46.6% | $3,865-71.8% | $2,177-49.9% |
| Participant deferral / active EE | $4,188 | $3,537+18.4% | $4,937-15.2% | $3,514+19.2% |
| Admin fee / account holder | $176 | $609-71.2% | $9,702-98.2% | $847-79.3% |