Filed June 18, 2019 (most recent of 2 filings on file)
Total covered: 4,192 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,811 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 46-0615386 | Advisory (Plan) | $57,589 |
USI CONSULTING GROUP1+ years Filed as: USI CONSULTING GROUP INC Service code 49 · EIN 06-1053228 | Other Services | $20,919 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $5,179 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | 1.06% | -2.03%+3.1pp | -2.01%+3.1pp | 2.81%-1.7pp |
| Employer contribution / active EE | $5,154 | $9,185-43.9% | $34,453-85.0% | $16,358-68.5% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |