Filed August 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $450,856 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES, LLC Service code 28 · EIN 13-4110995 | Investment Management | $37,149 |
KAUFMAN ROSSIN & CO1 year Service code 10 · EIN 59-1818353 | Accounting | $25,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,278 | $56,095-54.9% | $178,490-85.8% | $90,288-72.0% |
| Participation rate | 93.8% | 65.6%+28.2pp | 81.9%+11.8pp | 73.4%+20.4pp |
| Annual return | 21.43% | 28.81%-7.4pp | 151.07%-129.6pp | 53.97%-32.5pp |
| Employer contribution / active EE | $2,316 | $1,572+47.3% | $5,011-53.8% | $2,524-8.3% |
| Participant deferral / active EE | $4,486 | $2,669+68.1% | $5,202-13.8% | $4,232+6.0% |
| Admin fee / account holder | $148 | $101+47.3% | $13,984-98.9% | $114+30.0% |