Filed January 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WITZEL, LAWRENCE W.1+ years Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $19,769 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,942 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $76,849 | $57,108+34.6% | $94,229-18.4% | $52,331+46.9% |
| Participation rate | 86.9% | 72.9%+14.0pp | 78.8%+8.1pp | 68.1%+18.8pp |
| Annual return | -0.85% | 1.47%-2.3pp | 10.68%-11.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,421 | $1,735-18.1% | $3,587-60.4% | $1,882-24.5% |
| Participant deferral / active EE | $3,029 | $3,040-0.4% | $4,320-29.9% | $3,022+0.2% |
| Admin fee / account holder | $89 | $546-83.8% | $6,269-98.6% | $592-85.0% |