Filed February 16, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $226,870 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO. Service code 27 | Advisory (Plan) | $93,894 |
TRUOG-RYDING COMPANY, INC.4+ years Service code 13 | Contract Administrator | $34,639 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY, INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $26,475 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $10,000 |
OPPENHEIMER2 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,906 | $56,095-44.9% | $178,490-82.7% | $90,288-65.8% |
| Participation rate | 87.7% | 65.6%+22.1pp | 81.9%+5.7pp | 73.4%+14.3pp |
| Annual return | 12.83% | 28.81%-16.0pp | 151.07%-138.2pp | 53.97%-41.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,240 | $2,669+21.4% | $5,202-37.7% | $4,232-23.5% |
| Admin fee / account holder | $109 | $101+8.0% | $13,984-99.2% | $114-4.7% |