Filed July 31, 2015
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,150 |
ASCENSUS LLC10+ years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $8,695 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,811 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,833 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 · EIN 82-1434504 | Advisory (Plan) | $1,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,916 | $55,457-42.4% | $76,119-58.1% | $77,736-58.9% |
| Participation rate | 67.6% | 63.6%+4.0pp | 69.1%-1.5pp | 70.6%-3.0pp |
| Annual return | 12.95% | 17.09%-4.1pp | 361.25%-348.3pp | 31.26%-18.3pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,693-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,107 | $3,454-39.0% | $4,259-50.5% | $4,651-54.7% |
| Admin fee / account holder | $140 | $411-65.9% | $6,421-97.8% | $433-67.6% |