Filed December 9, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $318,167 |
Filed as: ATLANTIC TRUST/CIBC Service code 27 · EIN 20-0822261 | Advisory (Plan) | $304,189 |
DAVENPORT & COMPANY LLC9+ years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $64,000 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $32,435 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 11.92% | 8.26%+3.7pp | 9.51%+2.4pp | 9.11%+2.8pp |
| Employer contribution / active EE | $0 | $17,413-100.0% | $23,377-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |