Filed October 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,100 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 27 · EIN 11-3600438 | Advisory (Plan) | $24,547 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,701 | $61,172+10.7% | $185,851-63.6% | $79,389-14.7% |
| Participation rate | 81.9% | 66.6%+15.2pp | 81.7%+0.1pp | 70.7%+11.1pp |
| Annual return | 29.48% | 19.45%+10.0pp | 122.11%-92.6pp | 116.89%-87.4pp |
| Employer contribution / active EE | $1,190 | $2,321-48.7% | $5,168-77.0% | $2,428-51.0% |
| Participant deferral / active EE | $3,572 | $2,788+28.1% | $5,569-35.8% | $4,046-11.7% |
| Admin fee / account holder | $185 | $710-73.9% | $16,245-98.9% | $626-70.4% |