Filed December 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC2+ years Service code 49 · EIN 63-0879387 | Other Services | $23,183 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $13,288 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $1,816 |
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 | $70,388 | $46,732+50.6% | $156,551-55.0% | $55,167+27.6% |
| Participation rate | 76.9% | 65.8%+11.1pp | 84.0%-7.2pp | 69.0%+7.9pp |
| Annual return | 11.14% | 17.72%-6.6pp | 32.23%-21.1pp | 169.23%-158.1pp |
| Employer contribution / active EE | $2,270 | $2,105+7.8% | $5,501-58.7% | $1,963+15.7% |
| Participant deferral / active EE | $3,399 | $2,204+54.2% | $4,871-30.2% | $3,054+11.3% |
| Admin fee / account holder | $10 | $418-97.7% | $13,028-99.9% | $504-98.1% |