Filed September 7, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $121,771 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,534 |
Service code 49 · EIN 75-1085363 | Other Services | $18,752 |
Filed as: ONEDIGITAL TOPCO LLC Service code 49 · EIN 82-1434504 | Other Services | $15,087 |
Service code 13 · EIN 43-1451524 | Contract Administrator | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,507 | $93,351+10.9% | $62,929+64.5% | $79,634+30.0% |
| Participation rate | 58.3% | 74.6%-16.4pp | 73.1%-14.8pp | 62.5%-4.2pp |
| Annual return | 9.76% | 14.37%-4.6pp | 1063.93%-1054.2pp | 36.46%-26.7pp |
| Employer contribution / active EE | $3,570 | $3,135+13.9% | $2,505+42.6% | $2,529+41.2% |
| Participant deferral / active EE | $4,694 | $3,921+19.7% | $3,888+20.7% | $3,835+22.4% |
| Admin fee / account holder | $276 | $229+20.5% | $5,065-94.5% | $1,002-72.4% |