Filed February 14, 2025 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,788,992 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $201,353 |
NORTON ROSE FULBRIGHT7+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $78,125 |
UNITED MAIL1 year Service code 38 · EIN 61-1359442 | Participant Communication | $24,311 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,281 | $68,062+23.8% | $185,854-54.7% | $106,520-20.9% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.7%+15.8pp | 71.3%+26.2pp |
| Annual return | 16.67% | 18.20%-1.5pp | 122.12%-105.4pp | 19.28%-2.6pp |
| Employer contribution / active EE | $3,366 | $1,997+68.5% | $5,169-34.9% | $2,840+18.5% |
| Participant deferral / active EE | $5,920 | $3,990+48.4% | $5,569+6.3% | $4,948+19.6% |
| Admin fee / account holder | $97 | $53+84.3% | $16,246-99.4% | $75+30.5% |