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 | $46,688+46.2% | $189,758-64.0% | $69,733-2.1% |
| Participation rate | 88.1% | 61.7%+26.4pp | 79.8%+8.3pp | 62.5%+25.7pp |
| Annual return | 12.10% | 14.35%-2.3pp | 52.62%-40.5pp | 15.22%-3.1pp |
| Employer contribution / active EE | $1,469 | $1,695-13.3% | $4,767-69.2% | $2,250-34.7% |
| Participant deferral / active EE | $4,335 | $2,143+102.3% | $5,856-26.0% | $3,054+41.9% |
| Admin fee / account holder | $237 | $1,700-86.1% | $20,388-98.8% | $3,102-92.4% |