Filed August 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $662,240 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $111,249 |
CHENMED, LLC2 years Service code 13 · EIN 46-3929096 | Contract Administrator | $70,139 |
ALSTON & BIRD LLP2 years Service code 29 · EIN 58-0137615 | Legal | $45,348 |
CROWE LLP3 years Service code 49 · EIN 35-0921680 | Other Services | $14,700 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $32,360 | $50,127-35.4% | $149,673-78.4% | $80,160-59.6% |
| Participation rate | 95.0% | 64.3%+30.7pp | 78.8%+16.3pp | 72.9%+22.1pp |
| Annual return | 24.19% | 29.82%-5.6pp | 134.42%-110.2pp | 40.38%-16.2pp |
| Employer contribution / active EE | $4,548 | $1,865+143.9% | $4,818-5.6% | $2,978+52.7% |
| Participant deferral / active EE | $6,487 | $3,194+103.1% | $5,680+14.2% | $5,017+29.3% |
| Admin fee / account holder | $130 | $153-15.1% | $13,210-99.0% | $145-10.6% |