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 | $65,084+92.8% | $67,681+85.4% | $64,340+95.0% |
| Participation rate | 91.0% | 66.7%+24.3pp | 73.7%+17.3pp | 55.2%+35.8pp |
| Annual return | 13.34% | 20.50%-7.2pp | 590.58%-577.2pp | 24.14%-10.8pp |
| Employer contribution / active EE | $5,525 | $2,398+130.4% | $2,678+106.3% | $1,862+196.8% |
| Participant deferral / active EE | $8,434 | $3,210+162.7% | $3,976+112.1% | $2,980+183.0% |
| Admin fee / account holder | $439 | $1,415-68.9% | $6,100-92.8% | $3,703-88.1% |