Filed November 18, 2016 (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 | $27,097 |
REHMANN ROBSON10+ years Service code 10 · EIN 38-3635706 | Accounting | $14,463 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,736 | $129,227-81.6% | $184,256-87.1% | $77,762-69.5% |
| Participation rate | 90.1% | 87.4%+2.7pp | 86.8%+3.2pp | 70.6%+19.5pp |
| Annual return | 35.37% | 33.24%+2.1pp | 28.85%+6.5pp | 31.27%+4.1pp |
| Employer contribution / active EE | $1,530 | $4,412-65.3% | $6,427-76.2% | $2,728-43.9% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $51 | $256-79.9% | $13,899-99.6% | $433-88.1% |