Filed November 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127920 | Contract Administrator | $87,389 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,500 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $18,783 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN NATIONAL CORPORATIONS Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
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 | $75,362 | $84,948-11.3% | $70,462+7.0% | $73,412+2.7% |
| Participation rate | 98.4% | 79.9%+18.5pp | 75.1%+23.3pp | 72.2%+26.2pp |
| Annual return | 14.44% | 13.39%+1.1pp | 109.08%-94.6pp | 59.30%-44.9pp |
| Employer contribution / active EE | $5,478 | $2,834+93.3% | $2,737+100.1% | $2,234+145.2% |
| Participant deferral / active EE | $9,334 | $3,387+175.6% | $3,710+151.6% | $3,806+145.3% |
| Admin fee / account holder | $251 | $98+155.4% | $3,845-93.5% | $158+58.7% |