Filed September 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,816 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,662 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN STRAUSS, INC. Service code 13 · EIN 47-2673099 | Contract Administrator | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,983 | $88,203+28.1% | $165,100-31.6% | $74,478+51.7% |
| Participation rate | 97.1% | 73.1%+24.0pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 15.85% | 17.13%-1.3pp | 70.21%-54.4pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $4,389 | $2,601+68.7% | $4,348+0.9% | $2,626+67.1% |
| Participant deferral / active EE | $6,590 | $4,505+46.3% | $6,035+9.2% | $4,350+51.5% |
| Admin fee / account holder | $722 | $2,235-67.7% | $12,696-94.3% | $1,946-62.9% |