Filed April 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $432,958 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $100,000 |
BKD, LLP6+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $19,305 |
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 | $72,744 | $56,095+29.7% | $178,510-59.2% | $90,274-19.4% |
| Participation rate | 96.2% | 65.6%+30.6pp | 81.9%+14.2pp | 73.4%+22.8pp |
| Annual return | 14.98% | 28.81%-13.8pp | 151.13%-136.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $2,157 | $1,572+37.2% | $5,011-56.9% | $2,523-14.5% |
| Participant deferral / active EE | $5,924 | $2,669+122.0% | $5,202+13.9% | $4,231+40.0% |
| Admin fee / account holder | $158 | $101+57.4% | $13,988-98.9% | $114+38.9% |