Filed February 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $218,700 |
AMBU INC3 years Service code 13 · EIN 06-1090672 | Contract Administrator | $67,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,596 | $88,890-10.5% | $102,423-22.3% | $77,643+2.5% |
| Participation rate | 87.6% | 80.9%+6.7pp | 76.5%+11.1pp | 70.6%+17.0pp |
| Annual return | 17.05% | 24.98%-7.9pp | 29.32%-12.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,995 | $2,698+11.0% | $3,023-0.9% | $2,726+9.9% |
| Participant deferral / active EE | $7,153 | $5,145+39.0% | $5,053+41.6% | $4,647+53.9% |
| Admin fee / account holder | $265 | $235+12.5% | $9,451-97.2% | $430-38.5% |