Filed October 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,285 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $27,296 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,747 | $61,391-12.5% | $149,723-64.1% | $71,529-24.9% |
| Participation rate | 92.5% | 62.5%+30.0pp | 78.8%+13.8pp | 67.9%+24.6pp |
| Annual return | 14.23% | 35.88%-21.6pp | 134.50%-120.3pp | 28.97%-14.7pp |
| Employer contribution / active EE | $1,353 | $2,384-43.2% | $4,821-71.9% | $2,590-47.7% |
| Participant deferral / active EE | $4,046 | $2,921+38.5% | $5,682-28.8% | $4,291-5.7% |
| Admin fee / account holder | $182 | $1,264-85.6% | $13,215-98.6% | $1,588-88.6% |