Filed October 30, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $66,091 |
Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $28,500 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC RET ADMINISTRATION LLC Service code 49 · EIN 27-4018270 | Other Services | $20,527 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,189 | $92,224-13.0% | $105,223-23.8% | $79,634+0.7% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.0%+22.2pp | 62.5%+34.8pp |
| Annual return | 21.08% | 88.65%-67.6pp | 180.65%-159.6pp | 36.46%-15.4pp |
| Employer contribution / active EE | $2,445 | $3,965-38.3% | $3,689-33.7% | $2,529-3.3% |
| Participant deferral / active EE | $8,860 | $3,834+131.1% | $5,072+74.7% | $3,835+131.1% |
| Admin fee / account holder | $157 | $1,121-86.0% | $8,859-98.2% | $1,002-84.3% |