Filed June 28, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $353,356 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $93,940 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,921 | $73,125+25.7% | $125,195-26.6% | $77,775+18.2% |
| Participation rate | 94.7% | 79.4%+15.3pp | 79.8%+14.9pp | 73.2%+21.5pp |
| Annual return | 22.78% | 24.71%-1.9pp | 43.79%-21.0pp | 32.58%-9.8pp |
| Employer contribution / active EE | $2,152 | $2,413-10.8% | $3,866-44.3% | $2,504-14.0% |
| Participant deferral / active EE | $5,223 | $3,966+31.7% | $4,937+5.8% | $3,966+31.7% |
| Admin fee / account holder | $185 | $89+106.4% | $9,704-98.1% | $100+84.4% |