Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $29,715 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,441 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,642 | $61,172-9.0% | $185,851-70.1% | $79,389-29.9% |
| Participation rate | 70.3% | 66.6%+3.7pp | 81.7%-11.4pp | 70.7%-0.4pp |
| Annual return | 14.63% | 19.45%-4.8pp | 122.11%-107.5pp | 116.89%-102.3pp |
| Employer contribution / active EE | $1,032 | $2,321-55.5% | $5,168-80.0% | $2,428-57.5% |
| Participant deferral / active EE | $4,168 | $2,788+49.5% | $5,569-25.2% | $4,046+3.0% |
| Admin fee / account holder | $38 | $710-94.7% | $16,245-99.8% | $626-94.0% |