Filed May 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $553,131 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $76,694 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,265 | $84,572-55.9% | $68,791-45.8% | $78,044-52.3% |
| Participation rate | 86.6% | 73.3%+13.3pp | 69.0%+17.6pp | 74.4%+12.2pp |
| Annual return | -14.08% | -13.88%-0.2pp | -6.38%-7.7pp | 10.87%-25.0pp |
| Employer contribution / active EE | $1,078 | $3,358-67.9% | $2,655-59.4% | $3,125-65.5% |
| Participant deferral / active EE | $4,555 | $4,666-2.4% | $3,941+15.6% | $5,084-10.4% |
| Admin fee / account holder | $102 | $90+13.9% | $4,932-97.9% | $79+29.3% |