Filed February 5, 2024 (most recent of 8 filings on file)
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $605,684 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Recordkeeping f... | $18,823 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $139,085 | $95,776+45.2% | $162,185-14.2% | $77,775+78.8% |
| Participation rate | 97.0% | 88.6%+8.4pp | 87.6%+9.5pp | 73.2%+23.8pp |
| Annual return | 22.37% | 37.03%-14.7pp | 115.61%-93.2pp | 32.58%-10.2pp |
| Employer contribution / active EE | $5,980 | $3,874+54.4% | $5,613+6.5% | $2,504+138.8% |
| Participant deferral / active EE | $8,948 | $6,125+46.1% | $7,297+22.6% | $3,966+125.6% |
| Admin fee / account holder | $89 | $88+1.1% | $10,844-99.2% | $100-11.4% |