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 | $44,398-4.6% | $103,693-59.1% | $65,191-35.0% |
| Participation rate | 97.6% | 54.3%+43.4pp | 72.6%+25.0pp | 63.0%+34.6pp |
| Annual return | 13.93% | 325.62%-311.7pp | 47.61%-33.7pp | 51.24%-37.3pp |
| Employer contribution / active EE | $2,002 | $1,702+17.6% | $2,920-31.4% | $2,400-16.6% |
| Participant deferral / active EE | $4,108 | $1,797+128.6% | $4,579-10.3% | $2,671+53.8% |
| Admin fee / account holder | $251 | $856-70.6% | $7,858-96.8% | $907-72.3% |