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.
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| Provider | Service type | Compensation |
|---|---|---|
LBMC, PC3 years Service code 10 · EIN 62-1199757 | Accounting | $17,500 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,708 | $95,424-42.7% | $185,854-70.6% | $85,852-36.3% |
| Participation rate | 45.6% | 68.8%-23.2pp | 81.7%-36.1pp | 69.3%-23.8pp |
| Annual return | 15.60% | 23.59%-8.0pp | 122.12%-106.5pp | 318.66%-303.1pp |
| Employer contribution / active EE | $1,018 | $3,314-69.3% | $5,169-80.3% | $2,566-60.3% |
| Participant deferral / active EE | $3,327 | $3,424-2.8% | $5,569-40.3% | $3,952-15.8% |
| Admin fee / account holder | $437 | $7,215-94.0% | $16,246-97.3% | $6,261-93.0% |