Filed January 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,569 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,846 | $185,342-72.0% | $111,306-53.4% | $86,821-40.3% |
| Participation rate | 92.8% | 81.0%+11.8pp | 77.3%+15.5pp | 72.3%+20.5pp |
| Annual return | 11.87% | 500.80%-488.9pp | 54.67%-42.8pp | 97.94%-86.1pp |
| Employer contribution / active EE | $279 | $2,246-87.6% | $2,732-89.8% | $2,406-88.4% |
| Participant deferral / active EE | $3,618 | $4,458-18.9% | $4,488-19.4% | $4,132-12.4% |
| Admin fee / account holder | $133 | $255-48.0% | $7,966-98.3% | $170-21.6% |