Filed September 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,096 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,811 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $10,858 |
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 | $177,237 | $86,341+105.3% | $125,195+41.6% | $65,186+171.9% |
| Participation rate | 97.0% | 75.3%+21.7pp | 79.8%+17.2pp | 70.2%+26.8pp |
| Annual return | 23.08% | 27.44%-4.4pp | 43.79%-20.7pp | 29.39%-6.3pp |
| Employer contribution / active EE | $3,224 | $2,040+58.1% | $3,866-16.6% | $2,177+48.1% |
| Participant deferral / active EE | $5,470 | $3,538+54.6% | $4,937+10.8% | $3,514+55.7% |
| Admin fee / account holder | $369 | $609-39.5% | $9,704-96.2% | $847-56.5% |