Filed November 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,325 |
Service code 26 · EIN 27-1650711 | Advisory (Participants) | $2,554 |
SHANER HOTEL HOLDINGS5 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,968 | $26,906-22.1% | $61,373-65.8% | $77,904-73.1% |
| Participation rate | 68.0% | 33.4%+34.6pp | 52.6%+15.5pp | 73.7%-5.6pp |
| Annual return | -16.44% | -14.46%-2.0pp | 338.61%-355.1pp | 12.21%-28.7pp |
| Employer contribution / active EE | $447 | $521-14.1% | $1,159-61.4% | $2,848-84.3% |
| Participant deferral / active EE | $1,637 | $1,180+38.7% | $2,125-23.0% | $4,806-65.9% |
| Admin fee / account holder | $118 | $117+0.8% | $2,130-94.5% | $133-11.0% |