Filed November 4, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,136 |
LBMC, PC1 year Filed as: LBMC Service code 10 · EIN 62-1199757 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,588 | $75,962-46.6% | $154,110-73.7% | $64,173-36.8% |
| Participation rate | 53.2% | 70.4%-17.2pp | 83.0%-29.8pp | 69.6%-16.4pp |
| Annual return | -9.20% | 30.32%-39.5pp | 735.22%-744.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,230 | $3,350-63.3% | $5,298-76.8% | $2,381-48.3% |
| Participant deferral / active EE | $3,631 | $3,175+14.4% | $5,081-28.5% | $3,470+4.7% |
| Admin fee / account holder | $268 | $5,589-95.2% | $13,412-98.0% | $4,887-94.5% |