Filed February 26, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,483 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES Service code 49 · EIN 13-3175978 | Other Services | $9,968 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,090 | $37,117+51.1% | $147,617-62.0% | $55,191+1.6% |
| Participation rate | 73.8% | 63.6%+10.2pp | 84.6%-10.8pp | 69.2%+4.7pp |
| Annual return | 2.95% | 3.44%-0.5pp | 61.98%-59.0pp | 10.78%-7.8pp |
| Employer contribution / active EE | $724 | $1,620-55.3% | $5,564-87.0% | $1,899-61.8% |
| Participant deferral / active EE | $1,168 | $1,985-41.1% | $4,895-76.1% | $3,046-61.6% |
| Admin fee / account holder | $97 | $86+13.4% | $11,612-99.2% | $91+6.9% |