Filed October 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,277 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $16,346 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,088 | $55,453+10.2% | $170,435-64.2% | $62,293-1.9% |
| Participation rate | 72.1% | 66.4%+5.7pp | 83.6%-11.5pp | 69.5%+2.5pp |
| Annual return | 10.36% | 21.38%-11.0pp | 205.94%-195.6pp | 28.90%-18.5pp |
| Employer contribution / active EE | $1,245 | $2,164-42.5% | $5,432-77.1% | $2,042-39.1% |
| Participant deferral / active EE | $2,952 | $2,303+28.2% | $4,939-40.2% | $3,169-6.9% |
| Admin fee / account holder | $175 | $455-61.5% | $13,881-98.7% | $479-63.4% |