Filed March 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,683 |
PRIME BENEFITS, INC.6 years Filed as: PRIME BENEFITS INC. Service code 13 | Contract Administrator | $22,689 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,000 |
PRIME BENEFITS, INC.2 years Service code 13 · EIN 52-2204662 | Contract Administrator | $2,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,244 | $65,582+98.6% | $64,101+103.2% | $71,511+82.1% |
| Participation rate | 93.7% | 73.2%+20.5pp | 72.3%+21.4pp | 67.9%+25.8pp |
| Annual return | 17.04% | 18.96%-1.9pp | 33.72%-16.7pp | 28.86%-11.8pp |
| Employer contribution / active EE | $3,981 | $2,671+49.1% | $2,749+44.8% | $2,589+53.8% |
| Participant deferral / active EE | $6,785 | $3,628+87.0% | $3,881+74.8% | $4,291+58.1% |
| Admin fee / account holder | $266 | $616-56.8% | $3,070-91.3% | $1,588-83.2% |