Filed December 31, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,259 |
COMERICA BANK4 years Filed as: COMERICA SECURITIES Service code 49 · EIN 38-2621207 | Other Services | $6,555 |
COMERICA BANK5+ years Filed as: COMERICA INSURANCE SERVICES INC Service code 49 · EIN 38-3063147 | Other Services | $2,383 |
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 | $58,737 | $73,404-20.0% | $87,103-32.6% | $67,582-13.1% |
| Participation rate | 95.0% | 80.9%+14.2pp | 76.9%+18.2pp | 71.3%+23.8pp |
| Annual return | 27.00% | 48.29%-21.3pp | 28.19%-1.2pp | 378.57%-351.6pp |
| Employer contribution / active EE | $3,564 | $2,014+77.0% | $2,521+41.4% | $2,148+65.9% |
| Participant deferral / active EE | $8,554 | $3,913+118.6% | $4,049+111.3% | $3,539+141.7% |
| Admin fee / account holder | $15 | $142-89.2% | $7,491-99.8% | $142-89.3% |