Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,516 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,518 |
Service code 27 | Advisory (Plan) | $2,482 |
Filed as: TRANSAMERICA RETIREMENT Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,883 | $58,312+121.0% | $86,656+48.7% | $71,529+80.2% |
| Participation rate | 66.4% | 65.0%+1.3pp | 71.7%-5.3pp | 67.9%-1.6pp |
| Annual return | 14.10% | 24.08%-10.0pp | 593.09%-579.0pp | 28.97%-14.9pp |
| Employer contribution / active EE | $4,177 | $2,576+62.1% | $3,025+38.0% | $2,590+61.3% |
| Participant deferral / active EE | $7,234 | $3,439+110.3% | $4,439+63.0% | $4,291+68.6% |
| Admin fee / account holder | $209 | $1,057-80.2% | $5,619-96.3% | $1,588-86.9% |