Filed May 7, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $159,991 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 16 · EIN 42-1520346 | Consulting | $25,000 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $23,520 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,130 | $61,756-2.6% | $69,890-14.0% | $77,906-22.8% |
| Participation rate | 95.8% | 79.9%+15.9pp | 70.5%+25.3pp | 73.7%+22.1pp |
| Annual return | -17.67% | -11.86%-5.8pp | 190.84%-208.5pp | 12.16%-29.8pp |
| Employer contribution / active EE | $4,169 | $2,706+54.0% | $2,560+62.8% | $2,846+46.5% |
| Participant deferral / active EE | $4,651 | $3,977+17.0% | $3,848+20.9% | $4,805-3.2% |
| Admin fee / account holder | $86 | $101-15.1% | $6,267-98.6% | $133-35.2% |