Filed November 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,508 |
REVERE ASSET MANAGEMENT INC3 years Service code 26 · EIN 27-1650711 | Advisory (Participants) | $6,126 |
USI CONSULTING GROUP7 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $3,631 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
SHANER HOTEL HOLDINGS7 years Service code 49 · EIN 16-1379569 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,105 | $31,741-2.0% | $56,025-44.5% | $200,096-84.5% |
| Participation rate | 44.2% | 32.3%+11.9pp | 52.5%-8.3pp | 72.0%-27.8pp |
| Annual return | 15.37% | 14.72%+0.7pp | 1712.69%-1697.3pp | 34.26%-18.9pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,042-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,464 | $1,184+23.7% | $1,955-25.1% | $5,090-71.2% |
| Admin fee / account holder | $160 | $426-62.5% | $2,828-94.3% | $269-40.6% |