Filed October 2, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,955 |
ALEGRIA ASSET MANAGEMENT2 years Service code 13 · EIN 91-0967757 | Contract Administrator | $77,386 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH Service code 16 · EIN 93-0987232 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,486 | $64,705+93.9% | $62,929+99.4% | $67,986+84.6% |
| Participation rate | 91.0% | 65.6%+25.4pp | 73.1%+17.9pp | 57.2%+33.8pp |
| Annual return | 13.34% | 20.31%-7.0pp | 1063.93%-1050.6pp | 31.67%-18.3pp |
| Employer contribution / active EE | $5,525 | $2,376+132.6% | $2,505+120.6% | $2,019+173.7% |
| Participant deferral / active EE | $8,434 | $3,198+163.7% | $3,888+116.9% | $3,358+151.2% |
| Admin fee / account holder | $439 | $1,428-69.2% | $5,065-91.3% | $3,203-86.3% |