Filed April 26, 2019
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,074 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $94,973 |
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 | $112,753 | $49,468+127.9% | $150,298-25.0% | $103,975+8.4% |
| Participation rate | 66.8% | 58.1%+8.6pp | 77.8%-11.0pp | 72.5%-5.8pp |
| Annual return | 18.02% | 38.98%-21.0pp | 62.79%-44.8pp | 19.41%-1.4pp |
| Employer contribution / active EE | $1,539 | $1,670-7.8% | $4,154-62.9% | $3,722-58.6% |
| Participant deferral / active EE | $4,509 | $2,650+70.1% | $5,453-17.3% | $5,343-15.6% |
| Admin fee / account holder | $170 | $385-55.8% | $14,116-98.8% | $332-48.9% |