Filed September 23, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,118 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,624 |
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 | $71,808 | $75,183-4.5% | $123,894-42.0% | $55,167+30.2% |
| Participation rate | 99.2% | 72.8%+26.4pp | 81.4%+17.8pp | 69.0%+30.2pp |
| Annual return | 9.19% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $2,714 | $2,823-3.9% | $4,617-41.2% | $1,963+38.3% |
| Participant deferral / active EE | $6,457 | $5,084+27.0% | $5,984+7.9% | $3,054+111.4% |
| Admin fee / account holder | $238 | $663-64.0% | $8,357-97.1% | $504-52.7% |