Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INS. CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $190,438 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 27 · EIN 42-1520348 | Advisory (Plan) | $180,998 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $55,000 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,700 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $9,750 |
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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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 14.82% | 10.64%+4.2pp | 90.61%-75.8pp | 11.45%+3.4pp |
| Employer contribution / active EE | $9,548 | $11,339-15.8% | $32,730-70.8% | $17,219-44.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |