Filed November 18, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,118 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $20,215 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,088 | $46,292-15.6% | $143,757-72.8% | $64,808-39.7% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -8.32% | -10.05%+1.7pp | -0.04%-8.3pp | 32.82%-41.1pp |
| Employer contribution / active EE | $3,252 | $1,910+70.3% | $4,951-34.3% | $2,506+29.8% |
| Participant deferral / active EE | $4,775 | $2,646+80.5% | $5,637-15.3% | $4,310+10.8% |
| Admin fee / account holder | $206 | $154+33.6% | $14,673-98.6% | $188+9.4% |