Filed June 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $30,279 |
PRINCIPLE LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,117 |
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 | $66,455 | $43,423+53.0% | $78,676-15.5% | $55,167+20.5% |
| Participation rate | 95.7% | 68.0%+27.6pp | 73.6%+22.1pp | 69.0%+26.7pp |
| Annual return | 8.05% | 11.53%-3.5pp | 62.19%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $7,660 | $1,997+283.6% | $2,850+168.8% | $1,963+290.3% |
| Participant deferral / active EE | $5,338 | $2,509+112.8% | $3,517+51.8% | $3,054+74.8% |
| Admin fee / account holder | $12 | $416-97.0% | $4,510-99.7% | $504-97.5% |