Filed November 18, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,096 |
REHMANN ROBSON1+ years Service code 10 · EIN 38-2775013 | Accounting | $10,287 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,508 | $68,413-86.1% | $123,105-92.3% | $55,191-82.8% |
| Participation rate | 89.1% | 84.5%+4.5pp | 86.8%+2.3pp | 69.2%+19.9pp |
| Annual return | 16.64% | 6.30%+10.3pp | 13.22%+3.4pp | 10.78%+5.9pp |
| Employer contribution / active EE | $1,000 | $3,050-67.2% | $5,151-80.6% | $1,899-47.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $42 | $88-52.3% | $9,014-99.5% | $91-53.9% |