Filed December 6, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,863 |
Filed as: ALLIANT RETIREMENT CONSUTING Service code 16 · EIN 33-0785439 | Consulting | $115,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $193,255 | $101,523+90.4% | $141,200+36.9% | $77,775+148.5% |
| Participation rate | 65.2% | 77.4%-12.2pp | 82.5%-17.3pp | 73.2%-8.0pp |
| Annual return | 0.00% | 56.22%-56.2pp | 71.41%-71.4pp | 32.58%-32.6pp |
| Employer contribution / active EE | $1,733 | $3,341-48.1% | $4,736-63.4% | $2,504-30.8% |
| Participant deferral / active EE | $5,411 | $6,434-15.9% | $6,710-19.4% | $3,966+36.4% |
| Admin fee / account holder | $47 | $92-48.8% | $10,265-99.5% | $100-53.2% |