Filed November 18, 2016 (most recent of 2 filings on file)
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,736 | $129,021-81.6% | $184,203-87.1% | $77,643-69.4% |
| Participation rate | 90.1% | 87.3%+2.7pp | 86.8%+3.3pp | 70.6%+19.5pp |
| Annual return | 35.37% | 33.27%+2.1pp | 28.81%+6.6pp | 31.24%+4.1pp |
| Employer contribution / active EE | $1,530 | $4,413-65.3% | $6,427-76.2% | $2,726-43.9% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $51 | $254-79.8% | $13,901-99.6% | $430-88.1% |