Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 49 · EIN 93-0987232 | Other Services | $13,698 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,155 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,749 | $50,464+95.7% | $75,784+30.3% | $52,331+88.7% |
| Participation rate | 97.3% | 66.8%+30.5pp | 75.8%+21.4pp | 68.1%+29.2pp |
| Annual return | -0.22% | 1.03%-1.2pp | 9.68%-9.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,358 | $1,988+18.6% | $3,323-29.0% | $1,882+25.3% |
| Participant deferral / active EE | $5,250 | $2,570+104.2% | $3,652+43.8% | $3,022+73.7% |
| Admin fee / account holder | $42 | $1,103-96.2% | $5,300-99.2% | $592-92.8% |