Filed June 28, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250,858 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $107,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,961 | $91,746+7.9% | $146,665-32.5% | $93,030+6.4% |
| Participation rate | 89.5% | 80.9%+8.6pp | 80.1%+9.5pp | 73.9%+15.6pp |
| Annual return | 15.69% | 18.28%-2.6pp | 22.74%-7.1pp | 158.70%-143.0pp |
| Employer contribution / active EE | $2,098 | $2,815-25.5% | $4,136-49.3% | $2,706-22.5% |
| Participant deferral / active EE | $5,147 | $4,589+12.2% | $5,506-6.5% | $4,562+12.8% |
| Admin fee / account holder | $103 | $101+2.1% | $10,280-99.0% | $152-31.9% |