Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,486 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,008 | $56,540-18.6% | $185,851-75.2% | $86,821-47.0% |
| Participation rate | 96.8% | 65.5%+31.3pp | 81.7%+15.1pp | 72.3%+24.5pp |
| Annual return | 15.38% | 118.20%-102.8pp | 122.11%-106.7pp | 97.94%-82.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,125 | $2,555+139.7% | $5,569+10.0% | $4,132+48.2% |
| Admin fee / account holder | $135 | $150-10.0% | $16,245-99.2% | $170-20.6% |