Filed October 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,657 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $30,952 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,709 | $55,437+9.5% | $155,534-61.0% | $74,459-18.5% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.5pp | 67.2%+23.5pp |
| Annual return | 15.78% | 269.58%-253.8pp | 64.92%-49.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,487 | $2,266-34.4% | $4,675-68.2% | $2,626-43.4% |
| Participant deferral / active EE | $4,268 | $2,837+50.4% | $5,630-24.2% | $4,350-1.9% |
| Admin fee / account holder | $213 | $1,742-87.8% | $15,900-98.7% | $1,945-89.1% |