Filed January 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,395 |
WITZEL, LAWRENCE W.2+ years Service code 49 200 2ND AVE SE · CEDAR RAPIDS, IA 524011241 | Other Services | $12,209 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $82,259 | $63,924+28.7% | $108,582-24.2% | $55,167+49.1% |
| Participation rate | 90.5% | 74.3%+16.1pp | 79.6%+10.9pp | 69.0%+21.5pp |
| Annual return | 6.55% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,510 | $1,879-19.6% | $3,758-59.8% | $1,963-23.0% |
| Participant deferral / active EE | $3,379 | $3,067+10.2% | $4,311-21.6% | $3,054+10.6% |
| Admin fee / account holder | $90 | $618-85.5% | $7,645-98.8% | $504-82.2% |