Filed April 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $337,002 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $89,940 |
FORVIS, LLP2 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $18,375 |
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 | $87,940 | $53,204+65.3% | $155,556-43.5% | $200,096-56.1% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.0pp | 72.0%+24.2pp |
| Annual return | 13.69% | 41.02%-27.3pp | 64.84%-51.2pp | 34.26%-20.6pp |
| Employer contribution / active EE | $3,769 | $1,850+103.7% | $4,675-19.4% | $3,038+24.1% |
| Participant deferral / active EE | $6,705 | $3,163+112.0% | $5,631+19.1% | $5,090+31.7% |
| Admin fee / account holder | $150 | $186-19.2% | $15,885-99.1% | $269-44.3% |