Filed December 8, 2017 (most recent of 4 filings on file)
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $572,652 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $16,874 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $55,184 | $38,510+43.3% | $74,549-26.0% | $73,367-24.8% |
| Participation rate | 46.9% | 53.5%-6.6pp | 69.1%-22.3pp | 69.5%-22.6pp |
| Annual return | 0.51% | -0.94%+1.5pp | 32.54%-32.0pp | 173.45%-172.9pp |
| Employer contribution / active EE | $629 | $774-18.7% | $1,961-67.9% | $2,499-74.8% |
| Participant deferral / active EE | $1,426 | $1,421+0.4% | $3,108-54.1% | $4,033-64.6% |
| Admin fee / account holder | $95 | $52+83.5% | $5,059-98.1% | $68+39.4% |