Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,324 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $38,804 |
WILLIAM BLAIR3 years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,153 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,274 | $48,471+24.4% | $182,532-67.0% | $67,579-10.8% |
| Participation rate | 96.2% | 67.2%+29.0pp | 78.0%+18.2pp | 71.3%+24.9pp |
| Annual return | 24.18% | 31.08%-6.9pp | 148.54%-124.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,835 | $1,461+25.6% | $4,076-55.0% | $2,148-14.6% |
| Participant deferral / active EE | $4,909 | $3,324+47.7% | $5,524-11.1% | $3,539+38.7% |
| Admin fee / account holder | $189 | $151+24.8% | $8,592-97.8% | $142+32.6% |