Filed October 11, 2018 (most recent of 2 filings on file)
Total covered: 17 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,439 |
J. MACK1 year Filed as: MACK ROBERTS & COMPANY Service code 10 · EIN 93-1159640 | Accounting | $31,004 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $28,481 |
TBS AGENCY INC2+ years Service code 49 · EIN 52-1473914 | Other Services | $6,162 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
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 | $38,475 | $58,758-34.5% | $69,779-44.9% | $63,975-39.9% |
| Participation rate | 60.4% | 77.5%-17.1pp | 71.8%-11.4pp | 71.1%-10.7pp |
| Annual return | 8.83% | 18.05%-9.2pp | 12.99%-4.2pp | 48.65%-39.8pp |
| Employer contribution / active EE | $759 | $1,973-61.5% | $2,338-67.5% | $2,182-65.2% |
| Participant deferral / active EE | $1,793 | $2,912-38.4% | $2,931-38.8% | $3,356-46.6% |
| Admin fee / account holder | $55 | $71-22.8% | $4,381-98.7% | $70-22.2% |