Filed June 18, 2019 (most recent of 2 filings on file)
Total covered: 4,192 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,781 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 46-0615386 | Advisory (Plan) | $57,579 |
USI CONSULTING GROUP2+ years Filed as: USI CONSULTING GROUP INC Service code 49 · EIN 06-1053228 | Other Services | $21,116 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $4,773 |
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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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 3.85% | 45.66%-41.8pp | 5.00%-1.1pp | 11.88%-8.0pp |
| Employer contribution / active EE | $12,956 | $9,637+34.4% | $35,918-63.9% | $14,612-11.3% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |