Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,872 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 49 | Other Services | $21,260 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,495 |
Service code 49 · EIN 74-2794194 | Other Services | $6,494 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 49 · EIN 27-2037969 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $100,306 | $50,637+98.1% | $86,582+15.9% | $62,293+61.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.87% | 20.80%-4.9pp | 965.08%-949.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $6,208 | $2,075+199.1% | $2,839+118.6% | $2,042+204.0% |
| Participant deferral / active EE | $8,145 | $2,611+211.9% | $3,609+125.7% | $3,169+157.0% |
| Admin fee / account holder | $155 | $413-62.6% | $4,904-96.8% | $479-67.7% |