Filed February 16, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $276,398 |
OPPENHEIMER8+ years Filed as: OPPENHEIMER & CO. Service code 27 | Advisory (Plan) | $97,713 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $41,150 |
TRUOG-RYDING COMPANY, INC.6 years Filed as: TRUOG-RYDING COMPANY, INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $23,581 |
TRUOG-RYDING COMPANY, INC.8+ years Service code 13 | Contract Administrator | $22,789 |
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,048 | $53,216-24.7% | $155,534-74.3% | $199,960-80.0% |
| Participation rate | 95.3% | 64.1%+31.2pp | 78.2%+17.1pp | 72.0%+23.3pp |
| Annual return | 13.92% | 41.18%-27.3pp | 64.92%-51.0pp | 34.28%-20.4pp |
| Employer contribution / active EE | $708 | $1,848-61.7% | $4,675-84.9% | $3,036-76.7% |
| Participant deferral / active EE | $5,047 | $3,164+59.5% | $5,630-10.4% | $5,087-0.8% |
| Admin fee / account holder | $135 | $186-27.2% | $15,900-99.1% | $269-49.8% |