Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $671,966 |
Service code 27 4860 COLLEGE BLVD., STE 100 · OVERLAND, KS 66211 | Advisory (Plan) | $90,000 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $14,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,558 | $55,785+24.7% | $96,583-28.0% | $106,520-34.7% |
| Participation rate | 52.9% | 53.4%-0.5pp | 69.8%-16.9pp | 71.3%-18.4pp |
| Annual return | 16.12% | 17.66%-1.5pp | 37.79%-21.7pp | 19.28%-3.2pp |
| Employer contribution / active EE | $641 | $1,042-38.5% | $2,357-72.8% | $2,840-77.4% |
| Participant deferral / active EE | $1,693 | $1,782-5.0% | $3,850-56.0% | $4,948-65.8% |
| Admin fee / account holder | $95 | $59+61.6% | $6,184-98.5% | $75+27.2% |