Filed November 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 75-2870811 | Advisory (Plan) | $44,803 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,575 |
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 | $44,479 | $42,909+3.7% | $152,093-70.8% | $71,012-37.4% |
| Participation rate | 70.1% | 54.7%+15.5pp | 77.8%-7.6pp | 58.6%+11.6pp |
| Annual return | 11.32% | 30.57%-19.2pp | 66.36%-55.0pp | 37.67%-26.3pp |
| Employer contribution / active EE | $969 | $1,369-29.2% | $4,175-76.8% | $2,348-58.7% |
| Participant deferral / active EE | $2,617 | $1,904+37.5% | $5,451-52.0% | $3,246-19.4% |
| Admin fee / account holder | $45 | $1,014-95.5% | $14,497-99.7% | $1,167-96.1% |