Filed October 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,883 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $19,603 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,239 | $43,496+56.9% | $161,489-57.7% | $64,340+6.1% |
| Participation rate | 88.1% | 53.5%+34.6pp | 78.7%+9.4pp | 55.2%+32.9pp |
| Annual return | 12.10% | 20.76%-8.7pp | 89.72%-77.6pp | 24.14%-12.0pp |
| Employer contribution / active EE | $1,469 | $1,431+2.7% | $4,268-65.6% | $1,862-21.1% |
| Participant deferral / active EE | $4,335 | $1,996+117.2% | $5,630-23.0% | $2,980+45.5% |
| Admin fee / account holder | $237 | $2,330-89.8% | $16,006-98.5% | $3,703-93.6% |