Filed October 25, 2019 (most recent of 2 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,548 | $37,196-34.0% | $154,111-84.1% | $55,725-55.9% |
| Participation rate | 71.0% | 64.1%+7.0pp | 83.0%-12.0pp | 70.9%+0.2pp |
| Annual return | -4.85% | 1319.68%-1324.5pp | 735.18%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,080 | $1,614-33.1% | $5,298-79.6% | $2,078-48.0% |
| Participant deferral / active EE | $1,841 | $2,068-11.0% | $5,081-63.8% | $3,356-45.1% |
| Admin fee / account holder | $83 | $102-18.4% | $13,411-99.4% | $115-28.0% |