Filed September 7, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,632 |
Filed as: PRINCIPAL SECURITIES INC. Service code 49 | Other Services | $48,716 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 13 | Contract Administrator | $21,538 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 · EIN 39-1915811 5525 GREEN BAY ROAD · KENOSHA, WA 53144 | Contract Administrator | $13,834 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941553 711 HIGH STREET · DES MOINES, IA 50392 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,651 | $98,727+10.1% | $113,168-4.0% | $85,563+27.0% |
| Participation rate | 93.6% | 80.8%+12.8pp | 76.6%+17.1pp | 66.0%+27.7pp |
| Annual return | 11.17% | 17.43%-6.3pp | 24.27%-13.1pp | 31.51%-20.3pp |
| Employer contribution / active EE | $1,967 | $2,907-32.3% | $2,975-33.9% | $2,654-25.9% |
| Participant deferral / active EE | $7,435 | $5,424+37.1% | $5,107+45.6% | $4,375+69.9% |
| Admin fee / account holder | $281 | $357-21.3% | $12,068-97.7% | $834-66.4% |