Filed December 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,766 |
FOREST CAPITAL MANAGEMENT LLC4+ years Service code 27 · EIN 46-5576228 | Advisory (Plan) | $39,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,158 | $23,224+21.2% | $71,089-60.4% | $55,725-49.5% |
| Participation rate | 36.3% | 37.9%-1.6pp | 54.6%-18.4pp | 70.9%-34.6pp |
| Annual return | -7.26% | -2.87%-4.4pp | 650.65%-657.9pp | 244.93%-252.2pp |
| Employer contribution / active EE | $353 | $436-19.1% | $1,088-67.6% | $2,078-83.0% |
| Participant deferral / active EE | $1,054 | $929+13.4% | $1,873-43.7% | $3,356-68.6% |
| Admin fee / account holder | $247 | $118+109.3% | $3,082-92.0% | $115+114.3% |