Filed July 22, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $7,972 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,423 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,719 | $36,904-49.3% | $158,223-88.2% | $65,191-71.3% |
| Participation rate | 47.2% | 62.1%-14.9pp | 79.2%-32.0pp | 63.0%-15.8pp |
| Annual return | 9.01% | 24.43%-15.4pp | 52.09%-43.1pp | 51.24%-42.2pp |
| Employer contribution / active EE | $366 | $1,489-75.4% | $4,109-91.1% | $2,400-84.8% |
| Participant deferral / active EE | $1,159 | $1,936-40.1% | $5,467-78.8% | $2,671-56.6% |
| Admin fee / account holder | $25 | $793-96.9% | $16,047-99.8% | $907-97.3% |