Filed October 11, 2018 (most recent of 2 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,921 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $27,821 |
J. MACK1+ years Filed as: MACK, ROBERTS & COMPANY Service code 10 · EIN 93-1159640 | Accounting | $14,000 |
TBS AGENCY INC1+ years Service code 49 · EIN 52-1473914 | Other Services | $5,595 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,946 | $54,890-25.4% | $63,244-35.3% | $59,188-30.8% |
| Participation rate | 50.9% | 75.6%-24.7pp | 71.0%-20.2pp | 69.4%-18.5pp |
| Annual return | -0.74% | 4.56%-5.3pp | -70.31%+69.6pp | 5.51%-6.2pp |
| Employer contribution / active EE | $967 | $1,831-47.2% | $2,322-58.4% | $2,098-53.9% |
| Participant deferral / active EE | $1,676 | $2,803-40.2% | $2,953-43.2% | $3,265-48.7% |
| Admin fee / account holder | $48 | $66-27.0% | $5,893-99.2% | $92-47.6% |