Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $21,375 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,074 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,619 | $52,967-19.5% | $172,753-75.3% | $65,186-34.6% |
| Participation rate | 73.8% | 66.2%+7.6pp | 82.6%-8.8pp | 70.2%+3.6pp |
| Annual return | 21.99% | 30.12%-8.1pp | 803.00%-781.0pp | 29.39%-7.4pp |
| Employer contribution / active EE | $922 | $2,190-57.9% | $5,144-82.1% | $2,177-57.6% |
| Participant deferral / active EE | $4,324 | $2,471+75.0% | $5,198-16.8% | $3,514+23.0% |
| Admin fee / account holder | $35 | $472-92.5% | $13,956-99.7% | $847-95.8% |