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 | $524,070 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $55,000 |
PKF O'CONNOR DAVIES, LLP6 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,525 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 | Advisory (Plan) | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -20.48% | -10.35%-10.1pp | -38.86%+18.4pp | 2.78%-23.3pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $37,756-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |