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 | $91,621+22.7% | $67,511+66.6% | $77,671+44.8% |
| Participation rate | 97.4% | 76.0%+21.4pp | 72.9%+24.5pp | 70.6%+26.8pp |
| Annual return | 14.33% | 14.87%-0.5pp | 3517.41%-3503.1pp | 31.21%-16.9pp |
| Employer contribution / active EE | $10,180 | $3,184+219.8% | $2,733+272.6% | $2,726+273.4% |
| Participant deferral / active EE | $10,086 | $3,906+158.2% | $4,000+152.1% | $4,648+117.0% |
| Admin fee / account holder | $216 | $176+22.4% | $3,999-94.6% | $430-49.9% |