Filed April 12, 2017
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,742 |
Filed as: NY LIFE SECURITIES LLC Service code 49 | Other Services | $4,391 |
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 | $176,238 | $136,307+29.3% | $177,840-0.9% | $73,493+139.8% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.7%+11.2pp | 70.7%+28.3pp |
| Annual return | 15.02% | 18.68%-3.7pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $4,006 | $3,712+7.9% | $5,919-32.3% | $2,270+76.5% |
| Participant deferral / active EE | $10,157 | $5,829+74.3% | $7,714+31.7% | $3,740+171.6% |
| Admin fee / account holder | $32 | $596-94.6% | $12,431-99.7% | $513-93.7% |