Filed June 14, 2018
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,384 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,252 | $89,739+38.5% | $149,721-17.0% | $62,293+99.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 61.03% | 21.01%+40.0pp | 1501.67%-1440.6pp | 28.90%+32.1pp |
| Employer contribution / active EE | $4,986 | $3,233+54.2% | $5,444-8.4% | $2,042+144.1% |
| Participant deferral / active EE | $4,870 | $4,797+1.5% | $6,568-25.9% | $3,169+53.7% |
| Admin fee / account holder | $359 | $551-35.0% | $11,282-96.8% | $479-25.2% |