Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $269,214 |
WEALTHPLAN ADVISORS LLC6 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $83,776 |
TANNER LLC8+ years Service code 10 · EIN 20-2253063 | Accounting | $23,880 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,829 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,601 | $37,418+206.3% | $77,081+48.7% | $77,906+47.1% |
| Participation rate | 97.9% | 46.9%+51.0pp | 67.9%+30.0pp | 73.7%+24.2pp |
| Annual return | -17.08% | -7.13%-10.0pp | 42.33%-59.4pp | 12.16%-29.2pp |
| Employer contribution / active EE | $3,911 | $1,200+225.9% | $2,813+39.0% | $2,846+37.4% |
| Participant deferral / active EE | $8,976 | $2,572+249.0% | $4,428+102.7% | $4,805+86.8% |
| Admin fee / account holder | $169 | $126+34.1% | $5,427-96.9% | $133+27.5% |