Filed June 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,857 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,813 |
Participant 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.
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 | $37,152 | $144,879-74.4% | $111,308-66.6% | $93,010-60.1% |
| Participation rate | 83.1% | 86.1%-3.1pp | 77.3%+5.7pp | 73.9%+9.2pp |
| Annual return | 37.00% | 18.11%+18.9pp | 54.67%-17.7pp | 158.70%-121.7pp |
| Employer contribution / active EE | $1,239 | $3,052-59.4% | $2,732-54.6% | $2,705-54.2% |
| Participant deferral / active EE | $2,694 | $5,576-51.7% | $4,487-40.0% | $4,561-40.9% |
| Admin fee / account holder | $146 | $104+41.4% | $7,965-98.2% | $152-3.5% |