Filed October 27, 2017
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $135,033 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION INNOVATIONS & CO Service code 13 · EIN 34-1944384 | Contract Administrator | $0 |
Filed as: SJS INVESTMENT SERVICES Service code 27 · EIN 77-0692457 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,376 | $44,206-4.1% | $94,057-54.9% | $64,728-34.5% |
| Participation rate | 97.6% | 51.0%+46.7pp | 73.3%+24.3pp | 57.9%+39.7pp |
| Annual return | 13.93% | 259.42%-245.5pp | 480.62%-466.7pp | 49.38%-35.5pp |
| Employer contribution / active EE | $2,002 | $1,635+22.5% | $2,933-31.7% | $2,243-10.7% |
| Participant deferral / active EE | $4,108 | $1,902+116.0% | $4,709-12.8% | $2,729+50.5% |
| Admin fee / account holder | $251 | $1,230-79.6% | $7,244-96.5% | $1,145-78.0% |