Filed July 26, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,217 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RET SVCS Service code 27 · EIN 35-2467663 | Advisory (Plan) | $26,981 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,159 | $136,307-51.5% | $177,821-62.8% | $73,488-10.0% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.3pp | 70.7%+28.4pp |
| Annual return | 14.35% | 18.68%-4.3pp | 48.32%-34.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,213 | $3,712-40.4% | $5,918-62.6% | $2,270-2.5% |
| Participant deferral / active EE | $4,584 | $5,829-21.4% | $7,714-40.6% | $3,740+22.6% |
| Admin fee / account holder | $258 | $596-56.7% | $12,427-97.9% | $513-49.7% |