Filed December 27, 2017 (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 | $140,174 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $80,233 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,017 | $86,897-41.3% | $151,645-66.4% | $64,824-21.3% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.5%+12.1pp | 71.5%+28.1pp |
| Annual return | -16.09% | -3.57%-12.5pp | 3.34%-19.4pp | 32.84%-48.9pp |
| Employer contribution / active EE | $5,458 | $4,010+36.1% | $6,165-11.5% | $2,507+117.7% |
| Participant deferral / active EE | $4,140 | $6,690-38.1% | $8,363-50.5% | $4,311-4.0% |
| Admin fee / account holder | $158 | $153+3.2% | $11,614-98.6% | $188-16.0% |