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 | $54,100 |
Filed as: GLOBAL RETIREMENT Service code 26 · EIN 35-2552359 | Advisory (Participants) | $28,500 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC RET ADMINISTRATION LLC Service code 49 · EIN 27-4018270 | Other Services | $17,643 |
Filed as: WELLTH ADVISORY Service code 27 · EIN 99-2539506 | Advisory (Plan) | $9,500 |
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 | $61,849 | $83,023-25.5% | $102,437-39.6% | $77,762-20.5% |
| Participation rate | 97.1% | 71.5%+25.6pp | 74.5%+22.6pp | 70.6%+26.5pp |
| Annual return | 16.24% | 19.12%-2.9pp | 24.95%-8.7pp | 31.27%-15.0pp |
| Employer contribution / active EE | $1,835 | $3,552-48.4% | $3,871-52.6% | $2,728-32.7% |
| Participant deferral / active EE | $7,607 | $4,110+85.1% | $5,060+50.3% | $4,651+63.6% |
| Admin fee / account holder | $147 | $639-77.1% | $8,388-98.3% | $433-66.1% |