Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,279 |
Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $9,755 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,106 | $52,967-60.2% | $172,753-87.8% | $65,186-67.6% |
| Participation rate | 74.2% | 66.2%+8.0pp | 82.6%-8.4pp | 70.2%+4.0pp |
| Annual return | 18.92% | 30.12%-11.2pp | 803.00%-784.1pp | 29.39%-10.5pp |
| Employer contribution / active EE | $3,431 | $2,190+56.7% | $5,144-33.3% | $2,177+57.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $139 | $472-70.5% | $13,956-99.0% | $847-83.6% |