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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,475 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $12,000 |
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 | $17,548 | $86,897-79.8% | $151,639-88.4% | $64,819-72.9% |
| Participation rate | 81.8% | 87.3%-5.5pp | 87.5%-5.7pp | 71.5%+10.3pp |
| Annual return | 1.97% | -3.57%+5.5pp | 3.34%-1.4pp | 32.84%-30.9pp |
| Employer contribution / active EE | $1,365 | $4,010-66.0% | $6,165-77.9% | $2,507-45.6% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $49 | $153-67.8% | $11,613-99.6% | $188-73.8% |