Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,320 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,317 |
Service code 27 | Advisory (Plan) | $3,682 |
Filed as: TRANSAMERICA RETIREMENT Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $40 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,087 | $51,223+138.3% | $82,763+47.5% | $66,949+82.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -14.40% | -9.85%-4.6pp | 702.45%-716.8pp | 1.57%-16.0pp |
| Employer contribution / active EE | $8,037 | $2,611+207.8% | $3,008+167.1% | $2,545+215.7% |
| Participant deferral / active EE | $14,594 | $3,460+321.7% | $4,395+232.0% | $4,239+244.3% |
| Admin fee / account holder | $197 | $415-52.6% | $5,325-96.3% | $594-66.8% |