Filed April 12, 2017
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,824 |
Filed as: NY LIFE SECURITIES LLC Service code 49 | Other Services | $3,288 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,316 | $79,523+36.2% | $140,019-22.6% | $56,287+92.4% |
| Participation rate | 99.6% | 85.7%+13.9pp | 87.5%+12.1pp | 69.9%+29.7pp |
| Annual return | -4.99% | 2.39%-7.4pp | 651.15%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $8,110 | $3,350+142.1% | $5,605+44.7% | $2,111+284.2% |
| Participant deferral / active EE | $7,845 | $5,129+53.0% | $6,927+13.3% | $3,350+134.2% |
| Admin fee / account holder | $30 | $614-95.1% | $10,705-99.7% | $521-94.2% |