Filed September 6, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,412 |
STIFEL NICOLAUS & CO INC9 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $34,545 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $136,833-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 9.3%-9.3pp |
| Annual return | 8.24% | 10.08%-1.8pp | -1.97%+10.2pp | 9.76%-1.5pp |
| Employer contribution / active EE | $4,457 | $16,866-73.6% | $19,908-77.6% | $12,965-65.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $5,412-100.0% | $4,785-100.0% |