Filed April 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,571 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $100,000 |
BKD, LLP3+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $18,219 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,613 | $44,989+16.9% | $170,435-69.1% | $77,958-32.5% |
| Participation rate | 91.0% | 64.6%+26.4pp | 83.6%+7.4pp | 71.6%+19.3pp |
| Annual return | 16.96% | 19.61%-2.7pp | 205.94%-189.0pp | 20.87%-3.9pp |
| Employer contribution / active EE | $1,301 | $1,466-11.3% | $5,432-76.1% | $2,310-43.7% |
| Participant deferral / active EE | $4,251 | $2,208+92.6% | $4,939-13.9% | $3,537+20.2% |
| Admin fee / account holder | $45 | $69-34.9% | $13,881-99.7% | $97-53.9% |