Filed November 4, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $588,630 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,817 |
LBMC, PC4 years Service code 10 · EIN 62-1199757 | Accounting | $39,100 |
Filed as: SHERIDAN ROAD ADVISORS Service code 27 · EIN 13-4284240 | Advisory (Plan) | $13,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,350 | $69,238+8.8% | $185,854-59.5% | $101,555-25.8% |
| Participation rate | 52.0% | 73.5%-21.5pp | 81.7%-29.7pp | 74.5%-22.5pp |
| Annual return | 6.30% | 21.26%-15.0pp | 122.12%-115.8pp | 21.00%-14.7pp |
| Employer contribution / active EE | $262 | $2,104-87.5% | $5,169-94.9% | $2,972-91.2% |
| Participant deferral / active EE | $3,027 | $3,764-19.6% | $5,569-45.6% | $4,874-37.9% |
| Admin fee / account holder | $123 | $66+85.3% | $16,246-99.2% | $139-11.9% |