Filed October 26, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $285,968 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $87,352 |
OZBURN-HESSEY LOGISTICS1+ years Service code 10 · EIN 06-2119975 | Accounting | $8,906 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,686 | $67,505-84.2% | $63,412-83.1% | $67,505-84.2% |
| Participation rate | 91.6% | 71.2%+20.4pp | 67.1%+24.5pp | 71.2%+20.4pp |
| Annual return | 1.06% | 6.52%-5.5pp | 4.04%-3.0pp | 6.52%-5.5pp |
| Employer contribution / active EE | $335 | $2,173-84.6% | $1,814-81.5% | $2,173-84.6% |
| Participant deferral / active EE | $1,291 | $3,597-64.1% | $2,496-48.3% | $3,597-64.1% |
| Admin fee / account holder | $42 | $56-24.7% | $3,753-98.9% | $56-24.7% |