Filed October 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,122 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,804 |
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 | $49,360 | $50,106-1.5% | $69,779-29.3% | $57,661-14.4% |
| Participation rate | 73.1% | 70.9%+2.3pp | 71.8%+1.3pp | 70.2%+2.9pp |
| Annual return | 8.33% | 14.58%-6.3pp | 12.99%-4.7pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,642 | $1,739-5.6% | $2,338-29.8% | $1,974-16.8% |
| Participant deferral / active EE | $3,219 | $2,486+29.5% | $2,931+9.8% | $3,061+5.2% |
| Admin fee / account holder | $153 | $89+71.2% | $4,381-96.5% | $95+61.5% |