Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,816 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $17,007 |
Filed as: KESTRA ADVISORY SVC LLC Service code 27 · EIN 11-1119090 | Advisory (Plan) | $10,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | 2.96% | 7.83%-4.9pp | 8.34%-5.4pp | 13.05%-10.1pp |
| Employer contribution / active EE | $36,179 | $34,993+3.4% | $30,790+17.5% | $37,664-3.9% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |