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 | $83,575+23.8% | $66,439+55.8% | $65,191+58.8% |
| Participation rate | 58.3% | 71.6%-13.3pp | 74.5%-16.2pp | 63.0%-4.7pp |
| Annual return | 9.76% | 12.38%-2.6pp | 757.66%-747.9pp | 51.24%-41.5pp |
| Employer contribution / active EE | $3,570 | $2,903+23.0% | $2,637+35.4% | $2,400+48.8% |
| Participant deferral / active EE | $4,694 | $3,365+39.5% | $3,876+21.1% | $2,671+75.7% |
| Admin fee / account holder | $276 | $234+18.0% | $6,173-95.5% | $907-69.6% |