Filed October 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,155 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $20,708 |
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 | $54,958 | $47,977+14.6% | $154,108-64.3% | $56,289-2.4% |
| Participation rate | 72.6% | 66.2%+6.5pp | 83.0%-10.4pp | 69.9%+2.8pp |
| Annual return | 8.76% | 3.54%+5.2pp | 735.21%-726.4pp | -9.96%+18.7pp |
| Employer contribution / active EE | $1,189 | $2,169-45.2% | $5,298-77.6% | $2,111-43.7% |
| Participant deferral / active EE | $2,827 | $2,392+18.2% | $5,081-44.4% | $3,350-15.6% |
| Admin fee / account holder | $155 | $438-64.5% | $13,411-98.8% | $521-70.2% |