Filed April 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $404,445 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $125,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,612 | $45,382+11.5% | $154,110-67.2% | $75,289-32.8% |
| Participation rate | 95.6% | 65.9%+29.7pp | 83.0%+12.5pp | 72.4%+23.1pp |
| Annual return | -3.78% | -0.47%-3.3pp | 735.22%-739.0pp | -0.04%-3.7pp |
| Employer contribution / active EE | $3,563 | $1,533+132.5% | $5,298-32.7% | $2,405+48.2% |
| Participant deferral / active EE | $4,896 | $2,384+105.4% | $5,081-3.6% | $3,739+31.0% |
| Admin fee / account holder | $144 | $89+61.0% | $13,412-98.9% | $102+40.5% |