Filed December 6, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 13 · EIN 76-0696203 | Contract Administrator | $175,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,464 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $145,254 | $86,791+67.4% | $115,038+26.3% | $59,188+145.4% |
| Participation rate | 84.9% | 72.8%+12.0pp | 81.4%+3.5pp | 69.4%+15.4pp |
| Annual return | 0.18% | 4.44%-4.3pp | 26.14%-26.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $6,706 | $2,950+127.4% | $4,608+45.5% | $2,098+219.7% |
| Participant deferral / active EE | $12,179 | $5,298+129.9% | $6,026+102.1% | $3,265+273.1% |
| Admin fee / account holder | $16 | $95-82.7% | $8,175-99.8% | $92-82.2% |