Filed March 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,853 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $37,410 |
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 | $138,714 | $89,436+55.1% | $164,813-15.8% | $77,643+78.7% |
| Participation rate | 86.4% | 78.6%+7.8pp | 78.6%+7.8pp | 70.6%+15.9pp |
| Annual return | 15.26% | 28.83%-13.6pp | 69.93%-54.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $4,532 | $2,569+76.4% | $4,341+4.4% | $2,726+66.3% |
| Participant deferral / active EE | $8,180 | $4,897+67.1% | $6,031+35.6% | $4,647+76.0% |
| Admin fee / account holder | $239 | $339-29.7% | $12,690-98.1% | $430-44.5% |