Filed January 19, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,619 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $90,829 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $11,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,810 | $100,801-11.9% | $149,730-40.7% | $73,412+21.0% |
| Participation rate | 96.7% | 77.7%+19.0pp | 82.5%+14.2pp | 72.2%+24.5pp |
| Annual return | 16.43% | 265.34%-248.9pp | 276.70%-260.3pp | 59.30%-42.9pp |
| Employer contribution / active EE | $925 | $3,312-72.1% | $4,645-80.1% | $2,234-58.6% |
| Participant deferral / active EE | $6,439 | $6,404+0.5% | $6,843-5.9% | $3,806+69.2% |
| Admin fee / account holder | $223 | $181+23.1% | $9,310-97.6% | $158+41.0% |