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 | $51,878-18.3% | $68,368-38.0% | $79,634-46.8% |
| Participation rate | 97.6% | 53.7%+43.9pp | 73.8%+23.9pp | 62.5%+35.2pp |
| Annual return | 13.93% | 137.43%-123.5pp | 292.57%-278.6pp | 36.46%-22.5pp |
| Employer contribution / active EE | $2,002 | $1,931+3.7% | $2,649-24.4% | $2,529-20.8% |
| Participant deferral / active EE | $4,108 | $2,577+59.4% | $4,123-0.4% | $3,835+7.1% |
| Admin fee / account holder | $251 | $942-73.3% | $5,150-95.1% | $1,002-74.9% |