Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,679 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $20,114 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Participant loan processing; Claims p... | $512 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $40 |
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 | $118,150 | $51,620+128.9% | $90,324+30.8% | $65,186+81.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 20.51% | 24.94%-4.4pp | 78.15%-57.6pp | 29.39%-8.9pp |
| Employer contribution / active EE | $7,340 | $2,235+228.5% | $2,856+157.0% | $2,177+237.2% |
| Participant deferral / active EE | $10,337 | $2,871+260.1% | $3,885+166.0% | $3,514+194.2% |
| Admin fee / account holder | $232 | $384-39.6% | $5,356-95.7% | $847-72.6% |