Filed December 9, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $275,032 |
ATLANTIC TRUST2+ years Service code 27 · EIN 20-0822261 | Advisory (Plan) | $209,180 |
DAVENPORT & COMPANY LLC2+ years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $49,750 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FINANCIAL ADVISORS INC Service code 27 · EIN 52-1523364 | Advisory (Plan) | $30,056 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 7.64% | 13.53%-5.9pp | 18.87%-11.2pp | 9.19%-1.5pp |
| Employer contribution / active EE | $16,865 | $18,999-11.2% | $19,828-14.9% | $12,608+33.8% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |