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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $71,470 |
LASALLE CONSULTING PARTNERS2 years Filed as: LASALLE STREET SECURITIES, L.L.C. Service code 49 | Other Services | $57,178 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $14,627 |
Filed as: LASALLE ST SECURITIES L.L.C. Service code 49 · EIN 52-2175592 940 INDUSTRIAL DRIVE · ELMHURST, IL 601261139 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,058 | $86,692-5.3% | $119,634-31.4% | $66,949+22.6% |
| Participation rate | 94.9% | 75.6%+19.3pp | 79.3%+15.6pp | 69.8%+25.0pp |
| Annual return | -18.09% | -8.00%-10.1pp | -14.98%-3.1pp | 1.57%-19.7pp |
| Employer contribution / active EE | $3,661 | $2,536+44.3% | $4,232-13.5% | $2,545+43.8% |
| Participant deferral / active EE | $5,388 | $4,360+23.6% | $5,601-3.8% | $4,239+27.1% |
| Admin fee / account holder | $19 | $755-97.5% | $10,329-99.8% | $594-96.8% |