Filed October 22, 2019 (most recent of 2 filings on file)
Total covered: 45 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,777 |
Filed as: GLOBAL RETIREMENT Service code 16 · EIN 47-1411118 | Consulting | $40,984 |
THE RETIREMENT ADVANTAGE INC9+ years Service code 49 · EIN 39-1816008 | Other Services | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,975 | $76,050+95.9% | $96,544+54.3% | $71,457+108.5% |
| Participation rate | 95.0% | 74.4%+20.6pp | 76.0%+19.0pp | 67.9%+27.1pp |
| Annual return | 18.22% | 22.81%-4.6pp | 25.84%-7.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,250 | $2,244+44.8% | $2,965+9.6% | $2,588+25.6% |
| Participant deferral / active EE | $7,614 | $4,215+80.6% | $4,851+57.0% | $4,289+77.5% |
| Admin fee / account holder | $241 | $2,707-91.1% | $8,252-97.1% | $1,587-84.8% |