Filed April 26, 2019
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Service code 27 · EIN 35-2467663 | Advisory (Plan) | $94,975 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,414 |
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 | $88,435 | $50,151+76.3% | $149,696-40.9% | $80,157+10.3% |
| Participation rate | 64.2% | 64.3%-0.1pp | 78.8%-14.6pp | 72.9%-8.7pp |
| Annual return | 18.52% | 29.80%-11.3pp | 134.46%-115.9pp | 40.39%-21.9pp |
| Employer contribution / active EE | $1,340 | $1,867-28.2% | $4,821-72.2% | $2,977-55.0% |
| Participant deferral / active EE | $3,999 | $3,194+25.2% | $5,682-29.6% | $5,015-20.3% |
| Admin fee / account holder | $160 | $153+4.5% | $13,212-98.8% | $145+10.1% |