Filed October 27, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 4600 S SYRACUSE ST · DENVER, CO 80237 | Contract Administrator | $25,739 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,128 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $179 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,107 | $69,305-73.9% | $82,312-78.0% | $69,631-74.0% |
| Participation rate | 89.5% | 80.3%+9.2pp | 76.9%+12.6pp | 70.7%+18.8pp |
| Annual return | 17.43% | 21.47%-4.0pp | 25.88%-8.4pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,383 | $1,887-26.7% | $2,428-43.0% | $2,032-31.9% |
| Participant deferral / active EE | $2,176 | $3,568-39.0% | $3,706-41.3% | $3,224-32.5% |
| Admin fee / account holder | $78 | $97-19.2% | $5,608-98.6% | $110-28.9% |