Filed October 2, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,326 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 16 · EIN 93-0987232 | Consulting | $53,405 |
ALEGRIA ASSET MANAGEMENT1 year Service code 13 · EIN 91-0967757 | Contract Administrator | $14,212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,637 | $69,763+72.9% | $67,502+78.7% | $74,495+61.9% |
| Participation rate | 93.7% | 71.4%+22.4pp | 72.9%+20.8pp | 67.2%+26.5pp |
| Annual return | 18.96% | -40.34%+59.3pp | 3512.12%-3493.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $7,811 | $2,704+188.9% | $2,731+186.0% | $2,623+197.8% |
| Participant deferral / active EE | $9,223 | $3,636+153.7% | $4,000+130.6% | $4,346+112.2% |
| Admin fee / account holder | $429 | $896-52.1% | $3,998-89.3% | $1,942-77.9% |