Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,786 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $78,718 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $16,000 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,730 | $36,004+90.9% | $64,101+7.2% | $69,651-1.3% |
| Participation rate | 30.4% | 47.3%-16.9pp | 68.2%-37.8pp | 66.6%-36.2pp |
| Annual return | 1.39% | 4.26%-2.9pp | 791.27%-789.9pp | 53.77%-52.4pp |
| Employer contribution / active EE | $242 | $617-60.8% | $1,820-86.7% | $2,241-89.2% |
| Participant deferral / active EE | $1,262 | $1,166+8.2% | $2,822-55.3% | $3,635-65.3% |
| Admin fee / account holder | $27 | $49-45.7% | $4,499-99.4% | $63-58.0% |