Filed December 9, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $318,296 |
Filed as: ATLANTIC TRUST/CIBC Service code 27 · EIN 20-0822261 | Advisory (Plan) | $308,263 |
DAVENPORT & COMPANY LLC6+ years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $64,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL FINANCIAL ADVISORS INC Service code 27 · EIN 52-1523364 | Advisory (Plan) | $35,292 |
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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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 12.00% | 11.99%0pp | 10.57%+1.4pp | 12.86%-0.9pp |
| Employer contribution / active EE | $3,693 | $6,238-40.8% | $18,335-79.9% | $13,687-73.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |