Filed September 7, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $86,795+19.3% | $67,681+52.9% | $64,728+59.9% |
| Participation rate | 58.3% | 71.7%-13.4pp | 73.7%-15.5pp | 57.9%+0.4pp |
| Annual return | 9.76% | 12.58%-2.8pp | 590.58%-580.8pp | 49.38%-39.6pp |
| Employer contribution / active EE | $3,570 | $2,837+25.8% | $2,678+33.3% | $2,243+59.2% |
| Participant deferral / active EE | $4,694 | $3,430+36.9% | $3,976+18.1% | $2,729+72.0% |
| Admin fee / account holder | $276 | $238+15.9% | $6,100-95.5% | $1,145-75.9% |