Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $567,167 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $14,000 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,043 | $48,464+23.9% | $90,951-34.0% | $106,222-43.5% |
| Participation rate | 50.6% | 53.1%-2.5pp | 69.0%-18.4pp | 70.8%-20.2pp |
| Annual return | 14.72% | 16.72%-2.0pp | 134.60%-119.9pp | 21.69%-7.0pp |
| Employer contribution / active EE | $566 | $939-39.8% | $2,122-73.3% | $2,723-79.2% |
| Participant deferral / active EE | $1,401 | $1,510-7.2% | $3,373-58.5% | $4,600-69.5% |
| Admin fee / account holder | $78 | $58+34.7% | $5,959-98.7% | $78-0.4% |