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 | $67,594+85.6% | $77,361+62.2% | $69,733+80.0% |
| Participation rate | 91.0% | 71.7%+19.3pp | 75.0%+16.0pp | 62.5%+28.6pp |
| Annual return | 13.34% | 19.20%-5.9pp | 1011.54%-998.2pp | 15.22%-1.9pp |
| Employer contribution / active EE | $5,525 | $2,649+108.6% | $2,990+84.8% | $2,250+145.5% |
| Participant deferral / active EE | $8,434 | $3,401+148.0% | $3,911+115.7% | $3,054+176.1% |
| Admin fee / account holder | $439 | $1,159-62.1% | $5,894-92.5% | $3,102-85.8% |