Filed October 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,883 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 27 · EIN 11-3600438 | Advisory (Plan) | $19,603 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,239 | $43,749+56.0% | $158,223-56.9% | $65,306+4.5% |
| Participation rate | 88.1% | 56.9%+31.2pp | 79.2%+8.9pp | 57.7%+30.5pp |
| Annual return | 12.10% | 19.41%-7.3pp | 52.09%-40.0pp | 21.94%-9.8pp |
| Employer contribution / active EE | $1,469 | $1,497-1.9% | $4,109-64.3% | $1,967-25.3% |
| Participant deferral / active EE | $4,335 | $2,019+114.7% | $5,467-20.7% | $2,959+46.5% |
| Admin fee / account holder | $237 | $1,930-87.7% | $16,047-98.5% | $3,480-93.2% |