Filed November 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127920 | Contract Administrator | $83,046 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,016 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $22,623 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $10,023 |
LINCOLN NATIONAL CORPORATION9 years Filed as: LINCOLN NATIONAL CORPORATIONS Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,461 | $91,695+22.6% | $67,575+66.4% | $77,736+44.7% |
| Participation rate | 97.4% | 76.0%+21.3pp | 72.9%+24.5pp | 70.6%+26.8pp |
| Annual return | 14.33% | 14.88%-0.5pp | 3528.98%-3514.6pp | 31.26%-16.9pp |
| Employer contribution / active EE | $10,180 | $3,189+219.2% | $2,736+272.1% | $2,728+273.2% |
| Participant deferral / active EE | $10,086 | $3,912+157.8% | $4,003+151.9% | $4,651+116.9% |
| Admin fee / account holder | $216 | $245-11.9% | $3,993-94.6% | $433-50.2% |