Filed September 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $9,152 |
Filed as: PRINCIAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $2,204 |
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,032 | $65,083-53.9% | $143,788-79.1% | $66,930-55.1% |
| Participation rate | 70.0% | 65.2%+4.8pp | 80.3%-10.3pp | 69.8%+0.2pp |
| Annual return | -13.29% | -11.13%-2.2pp | -0.03%-13.3pp | 1.57%-14.9pp |
| Employer contribution / active EE | $519 | $2,361-78.0% | $4,952-89.5% | $2,545-79.6% |
| Participant deferral / active EE | $2,918 | $2,920-0.1% | $5,638-48.2% | $4,238-31.2% |
| Admin fee / account holder | $24 | $502-95.3% | $14,675-99.8% | $593-96.0% |