Filed May 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SERVICES Service code 49 · EIN 56-1854695 | Other Services | $15,212 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,761 | $46,173-26.9% | $170,435-80.2% | $69,631-51.5% |
| Participation rate | 70.7% | 63.9%+6.8pp | 83.6%-12.9pp | 70.7%0pp |
| Annual return | 18.31% | 21.62%-3.3pp | 205.94%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $753 | $1,610-53.2% | $5,432-86.1% | $2,032-63.0% |
| Participant deferral / active EE | $2,531 | $2,080+21.7% | $4,939-48.8% | $3,224-21.5% |
| Admin fee / account holder | $21 | $116-82.2% | $13,881-99.9% | $110-81.3% |