Filed March 28, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,065 |
GETTEL AUTOMOTIVE, INC1 year Service code 10 · EIN 65-0224226 | Accounting | $17,900 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $5,550 |
TBS AGENCY INC4+ years Service code 49 · EIN 52-1473914 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,292 | $35,485-54.1% | $74,549-78.1% | $55,725-70.8% |
| Participation rate | 95.8% | 62.5%+33.2pp | 69.1%+26.6pp | 70.9%+24.9pp |
| Annual return | -5.97% | 0.72%-6.7pp | 32.53%-38.5pp | 244.93%-250.9pp |
| Employer contribution / active EE | $454 | $777-41.7% | $1,961-76.9% | $2,078-78.2% |
| Participant deferral / active EE | $3,042 | $2,181+39.5% | $3,108-2.1% | $3,356-9.3% |
| Admin fee / account holder | $146 | $114+27.7% | $5,059-97.1% | $115+26.8% |