Filed January 4, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,777 |
BAIRD INSURANCE SERVICES INC2 years Service code 49 · EIN 39-1236032 | Other Services | $13,625 |
SCHENCK SC1 year Service code 10 · EIN 39-1173131 | Accounting | $8,750 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $7,173 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,656 | $59,191-6.0% | $76,767-27.5% | $56,289-1.1% |
| Participation rate | 95.9% | 75.2%+20.7pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | -6.17% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,345 | $1,759-23.5% | $2,485-45.9% | $2,111-36.3% |
| Participant deferral / active EE | $4,365 | $3,255+34.1% | $3,852+13.3% | $3,350+30.3% |
| Admin fee / account holder | $398 | $489-18.6% | $6,675-94.0% | $521-23.5% |