Filed October 24, 2018
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,612 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,467 | $62,928-73.8% | $172,752-90.5% | $67,579-75.6% |
| Participation rate | 21.0% | 64.5%-43.5pp | 82.6%-61.6pp | 71.3%-50.3pp |
| Annual return | 25.91% | 30.36%-4.5pp | 802.97%-777.1pp | 378.56%-352.7pp |
| Employer contribution / active EE | $436 | $1,636-73.4% | $5,144-91.5% | $2,148-79.7% |
| Participant deferral / active EE | $631 | $2,145-70.6% | $5,198-87.9% | $3,539-82.2% |
| Admin fee / account holder | $181 | $167+8.4% | $13,955-98.7% | $142+26.9% |