Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $714,140 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $90,000 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $27,555 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 16 · EIN 41-0746749 | Consulting | $6,300 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,202 | $53,531+8.7% | $86,251-32.5% | $96,393-39.6% |
| Participation rate | 47.5% | 53.4%-6.0pp | 69.0%-21.5pp | 71.3%-23.8pp |
| Annual return | 53.60% | 20.51%+33.1pp | 1170.54%-1116.9pp | 22.88%+30.7pp |
| Employer contribution / active EE | $717 | $1,158-38.1% | $2,381-69.9% | $3,239-77.9% |
| Participant deferral / active EE | $1,522 | $1,965-22.5% | $3,987-61.8% | $5,455-72.1% |
| Admin fee / account holder | $62 | $55+11.4% | $6,857-99.1% | $74-16.4% |