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 | $102,403 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,324 |
WORLEYPARSONS GROUP1 year Service code 35 · EIN 94-2624994 | Employee (plan sponsor); Other fees | $40,730 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS AND VESELKA CO Service code 17 · EIN 74-1769118 | Pension Consulting | $15,775 |
MORNINGSTAR2+ 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 | $159,466 | $85,635+86.2% | $123,894+28.7% | $63,975+149.3% |
| Participation rate | 86.6% | 74.9%+11.6pp | 81.4%+5.2pp | 71.1%+15.4pp |
| Annual return | 9.32% | 15.74%-6.4pp | 47.52%-38.2pp | 48.65%-39.3pp |
| Employer contribution / active EE | $5,387 | $3,076+75.1% | $4,617+16.7% | $2,182+146.9% |
| Participant deferral / active EE | $12,069 | $5,667+113.0% | $5,984+101.7% | $3,356+259.6% |
| Admin fee / account holder | $20 | $75-73.1% | $8,357-99.8% | $70-71.4% |