Filed October 26, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $349,115 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD, INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $95,279 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $12,500 |
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 | $11,287 | $65,292-82.7% | $40,145,923-100.0% | $65,292-82.7% |
| Participation rate | 91.9% | 72.4%+19.5pp | 68.4%+23.5pp | 72.4%+19.5pp |
| Annual return | 9.68% | 11.84%-2.2pp | 5.24%+4.4pp | 11.84%-2.2pp |
| Employer contribution / active EE | $399 | $2,302-82.6% | $1,844-78.3% | $2,302-82.6% |
| Participant deferral / active EE | $1,401 | $3,579-60.9% | $2,591-45.9% | $3,579-60.9% |
| Admin fee / account holder | $45 | $57-20.7% | $2,903-98.4% | $57-20.7% |