Filed February 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $189,386 |
AMBU INC2 years Service code 13 · EIN 06-1090672 | Contract Administrator | $59,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,594 | $99,078-34.8% | $96,544-33.1% | $74,419-13.2% |
| Participation rate | 88.7% | 80.7%+8.0pp | 76.0%+12.7pp | 70.7%+18.0pp |
| Annual return | 20.74% | 22.48%-1.7pp | 25.84%-5.1pp | 34.38%-13.6pp |
| Employer contribution / active EE | $3,083 | $2,570+19.9% | $2,965+4.0% | $2,637+16.9% |
| Participant deferral / active EE | $6,727 | $4,933+36.4% | $4,851+38.7% | $4,528+48.6% |
| Admin fee / account holder | $223 | $225-0.9% | $8,252-97.3% | $348-36.0% |