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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,637 | $69,774+72.9% | $67,561+78.6% | $74,429+62.1% |
| Participation rate | 93.7% | 71.4%+22.3pp | 72.9%+20.8pp | 67.2%+26.5pp |
| Annual return | 18.96% | -40.53%+59.5pp | 3525.44%-3506.5pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $7,811 | $2,710+188.2% | $2,735+185.6% | $2,625+197.6% |
| Participant deferral / active EE | $9,223 | $3,636+153.7% | $4,003+130.4% | $4,348+112.1% |
| Admin fee / account holder | $429 | $890-51.8% | $4,006-89.3% | $1,944-77.9% |