Filed January 12, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,463 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $15,393 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,368 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,588 | $44,734-29.4% | $99,443-68.2% | $67,579-53.3% |
| Participation rate | 68.2% | 66.2%+2.0pp | 73.8%-5.6pp | 71.3%-3.1pp |
| Annual return | 23.47% | 32.45%-9.0pp | 30.72%-7.2pp | 378.56%-355.1pp |
| Employer contribution / active EE | $777 | $1,261-38.3% | $2,540-69.4% | $2,148-63.8% |
| Participant deferral / active EE | $2,243 | $2,731-17.9% | $3,619-38.0% | $3,539-36.6% |
| Admin fee / account holder | $60 | $120-50.2% | $6,250-99.0% | $142-58.1% |