Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $592,893 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 4860 COLLEGE BLVD · OVERLAND, KS 66211 | Advisory (Plan) | $90,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,044 | $47,540+15.8% | $79,591-30.8% | $89,433-38.5% |
| Participation rate | 39.9% | 54.9%-15.0pp | 69.5%-29.6pp | 71.3%-31.4pp |
| Annual return | -17.92% | -8.05%-9.9pp | 0.18%-18.1pp | -11.88%-6.0pp |
| Employer contribution / active EE | $482 | $1,122-57.0% | $2,413-80.0% | $3,021-84.0% |
| Participant deferral / active EE | $1,292 | $1,961-34.1% | $3,986-67.6% | $5,125-74.8% |
| Admin fee / account holder | $84 | $59+43.0% | $6,815-98.8% | $79+5.5% |