Filed October 3, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,263 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $38,609 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 | Contract Administrator | $33,810 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $300 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,126 | $62,686-34.4% | $178,505-77.0% | $77,762-47.1% |
| Participation rate | 96.4% | 66.9%+29.5pp | 77.1%+19.3pp | 70.6%+25.8pp |
| Annual return | 14.96% | 16.16%-1.2pp | 27.16%-12.2pp | 31.27%-16.3pp |
| Employer contribution / active EE | $1,725 | $1,914-9.9% | $3,955-56.4% | $2,728-36.8% |
| Participant deferral / active EE | $4,118 | $4,224-2.5% | $6,280-34.4% | $4,651-11.5% |
| Admin fee / account holder | $205 | $386-46.8% | $10,428-98.0% | $433-52.5% |