Filed December 28, 2020 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $171,232 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $20,625 |
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 | $116,344 | $53,216+118.6% | $155,534-25.2% | $199,960-41.8% |
| Participation rate | 71.6% | 64.1%+7.5pp | 78.2%-6.6pp | 72.0%-0.4pp |
| Annual return | 16.38% | 41.18%-24.8pp | 64.92%-48.5pp | 34.28%-17.9pp |
| Employer contribution / active EE | $3,307 | $1,848+78.9% | $4,675-29.3% | $3,036+8.9% |
| Participant deferral / active EE | $6,890 | $3,164+117.8% | $5,630+22.4% | $5,087+35.4% |
| Admin fee / account holder | $99 | $186-46.8% | $15,900-99.4% | $269-63.3% |