Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC4+ years Service code 49 · EIN 93-0987232 | Other Services | $17,292 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,979 |
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 | $108,070 | $55,449+94.9% | $83,831+28.9% | $56,289+92.0% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | -5.66% | -1.38%-4.3pp | 850.99%-856.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,216 | $2,430+32.3% | $3,631-11.4% | $2,111+52.3% |
| Participant deferral / active EE | $6,728 | $2,935+129.2% | $4,082+64.8% | $3,350+100.8% |
| Admin fee / account holder | $25 | $656-96.1% | $5,479-99.5% | $521-95.1% |