Filed April 26, 2019
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,187 |
CERITY PARTNERS2 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $94,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,072 | $53,204+86.2% | $155,556-36.3% | $200,096-50.5% |
| Participation rate | 64.8% | 64.1%+0.7pp | 78.2%-13.4pp | 72.0%-7.2pp |
| Annual return | 13.81% | 41.02%-27.2pp | 64.84%-51.0pp | 34.26%-20.4pp |
| Employer contribution / active EE | $1,401 | $1,850-24.3% | $4,675-70.0% | $3,038-53.9% |
| Participant deferral / active EE | $4,154 | $3,163+31.3% | $5,631-26.2% | $5,090-18.4% |
| Admin fee / account holder | $165 | $186-11.3% | $15,885-99.0% | $269-38.8% |