Filed December 6, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $302,288 |
Filed as: ALLIANT RETIREMENT CONSUTING Service code 27 · EIN 76-0696203 | Advisory (Plan) | $105,000 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA CO Service code 27 · EIN 74-1769118 | Advisory (Plan) | $23,500 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,454 | $108,759+116.5% | $149,751+57.2% | $93,223+152.6% |
| Participation rate | 6.8% | 70.7%-63.9pp | 82.5%-75.7pp | 74.9%-68.1pp |
| Annual return | 13.55% | 19.53%-6.0pp | 276.71%-263.2pp | 19.29%-5.7pp |
| Employer contribution / active EE | $1,122 | $2,777-59.6% | $4,646-75.8% | $2,680-58.1% |
| Participant deferral / active EE | $2,479 | $6,149-59.7% | $6,843-63.8% | $4,563-45.7% |
| Admin fee / account holder | $93 | $81+14.8% | $9,312-99.0% | $79+17.0% |