Filed December 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC1+ years Service code 49 · EIN 63-0879387 | Other Services | $22,811 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $11,875 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $1,727 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,801 | $46,360+31.1% | $147,617-58.8% | $52,331+16.2% |
| Participation rate | 81.9% | 64.9%+17.0pp | 84.6%-2.7pp | 68.1%+13.8pp |
| Annual return | -0.88% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,973 | $2,126-7.2% | $5,564-64.5% | $1,882+4.8% |
| Participant deferral / active EE | $3,181 | $2,258+40.9% | $4,895-35.0% | $3,022+5.3% |
| Admin fee / account holder | $9 | $766-98.9% | $11,612-99.9% | $592-98.5% |