Filed April 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $368,982 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $100,000 |
BKD, LLP8+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $10,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,606 | $45,000+52.5% | $143,801-52.3% | $77,906-11.9% |
| Participation rate | 95.2% | 66.8%+28.4pp | 80.3%+14.9pp | 73.7%+21.5pp |
| Annual return | -15.40% | 29.03%-44.4pp | -0.04%-15.4pp | 12.16%-27.6pp |
| Employer contribution / active EE | $3,731 | $1,870+99.6% | $4,952-24.7% | $2,846+31.1% |
| Participant deferral / active EE | $6,193 | $3,157+96.2% | $5,639+9.8% | $4,805+28.9% |
| Admin fee / account holder | $136 | $98+38.5% | $14,680-99.1% | $133+2.8% |