Filed June 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $163,469 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,351 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,132 | $104,544-54.0% | $96,544-50.1% | $80,169-40.0% |
| Participation rate | 96.1% | 86.4%+9.8pp | 76.0%+20.1pp | 72.9%+23.2pp |
| Annual return | 22.02% | 21.79%+0.2pp | 25.88%-3.9pp | 40.39%-18.4pp |
| Employer contribution / active EE | $2,458 | $3,527-30.3% | $2,966-17.1% | $2,978-17.5% |
| Participant deferral / active EE | $5,909 | $6,170-4.2% | $4,851+21.8% | $5,016+17.8% |
| Admin fee / account holder | $140 | $107+30.9% | $8,254-98.3% | $145-3.5% |