Filed December 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,891 |
FOREST CAPITAL MANAGEMENT LLC8+ years Service code 27 · EIN 46-5576228 | Advisory (Plan) | $45,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $30,086-100.0% | $61,373-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 52.6%-52.6pp | 71.5%-71.5pp |
| Annual return | -14.12% | -13.99%-0.1pp | 338.61%-352.7pp | 32.82%-46.9pp |
| Employer contribution / active EE | $551 | $536+2.7% | $1,159-52.5% | $2,506-78.0% |
| Participant deferral / active EE | $1,470 | $1,126+30.6% | $2,125-30.8% | $4,310-65.9% |
| Admin fee / account holder | $0 | $148-100.0% | $2,130-100.0% | $188-100.0% |