Filed December 14, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $155,685 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,581 |
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 | $101,958 | $129,021-21.0% | $184,203-44.6% | $77,643+31.3% |
| Participation rate | 96.6% | 87.3%+9.3pp | 86.8%+9.8pp | 70.6%+26.0pp |
| Annual return | 13.80% | 33.27%-19.5pp | 28.81%-15.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,480 | $4,413-21.1% | $6,427-45.8% | $2,726+27.7% |
| Participant deferral / active EE | $7,362 | $7,297+0.9% | $9,131-19.4% | $4,647+58.4% |
| Admin fee / account holder | $218 | $254-14.3% | $13,901-98.4% | $430-49.4% |