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 | $55,441-42.4% | $76,002-58.0% | $77,671-58.9% |
| Participation rate | 67.6% | 63.6%+4.0pp | 69.1%-1.5pp | 70.6%-3.0pp |
| Annual return | 12.95% | 17.08%-4.1pp | 360.07%-347.1pp | 31.21%-18.3pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,688-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,107 | $3,451-38.9% | $4,257-50.5% | $4,648-54.7% |
| Admin fee / account holder | $140 | $407-65.5% | $6,414-97.8% | $430-67.4% |