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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $563,958 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Recordkeeping f... | $25,803 |
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 | $159,514 | $122,602+30.1% | $177,839-10.3% | $93,223+71.1% |
| Participation rate | 97.1% | 91.3%+5.8pp | 87.7%+9.4pp | 74.9%+22.2pp |
| Annual return | 16.73% | 22.53%-5.8pp | 48.33%-31.6pp | 19.29%-2.6pp |
| Employer contribution / active EE | $6,321 | $4,338+45.7% | $5,919+6.8% | $2,680+135.9% |
| Participant deferral / active EE | $9,624 | $7,134+34.9% | $7,714+24.8% | $4,563+110.9% |
| Admin fee / account holder | $84 | $62+37.1% | $12,432-99.3% | $79+6.7% |