Filed February 16, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $244,123 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO. Service code 27 | Advisory (Plan) | $87,213 |
TRUOG-RYDING COMPANY, INC.3+ years Service code 13 | Contract Administrator | $34,050 |
Filed as: TRUOG-RYDING COMPANY, INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $30,801 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $11,000 |
OPPENHEIMER1 year 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,360 | $47,456-42.3% | $172,752-84.2% | $77,775-64.8% |
| Participation rate | 90.2% | 66.3%+23.9pp | 82.6%+7.5pp | 73.2%+17.0pp |
| Annual return | 20.67% | 35.57%-14.9pp | 802.97%-782.3pp | 32.58%-11.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,572 | $2,560+39.6% | $5,198-31.3% | $3,966-9.9% |
| Admin fee / account holder | $115 | $81+42.6% | $13,955-99.2% | $100+15.2% |