Filed October 27, 2017
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $104,814 |
Filed as: SJS INVESTMENT SERVICES Service code 27 · EIN 77-0692457 | Advisory (Plan) | $34,682 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 | Contract Administrator | $8,559 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION INNOVATIONS & CO Service code 49 · EIN 34-1944384 | Other Services | $550 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,010 | $52,722-46.9% | $90,430-69.0% | $73,412-61.8% |
| Participation rate | 96.3% | 67.7%+28.6pp | 72.7%+23.6pp | 72.2%+24.1pp |
| Annual return | 4.09% | 20.70%-16.6pp | 1293.73%-1289.6pp | 59.30%-55.2pp |
| Employer contribution / active EE | $1,526 | $1,872-18.5% | $3,262-53.2% | $2,234-31.7% |
| Participant deferral / active EE | $2,432 | $2,810-13.5% | $3,963-38.6% | $3,806-36.1% |
| Admin fee / account holder | $196 | $117+67.9% | $5,613-96.5% | $158+24.3% |