Filed February 16, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $53,199-24.7% | $155,567-74.3% | $199,768-80.0% |
| Participation rate | 95.3% | 64.1%+31.2pp | 78.2%+17.1pp | 72.0%+23.3pp |
| Annual return | 13.92% | 41.17%-27.3pp | 64.74%-50.8pp | 34.26%-20.3pp |
| Employer contribution / active EE | $708 | $1,852-61.8% | $4,674-84.9% | $3,037-76.7% |
| Participant deferral / active EE | $5,047 | $3,163+59.6% | $5,628-10.3% | $5,090-0.8% |
| Admin fee / account holder | $135 | $186-27.1% | $15,916-99.2% | $269-49.7% |