Filed May 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SERVICES Service code 49 · EIN 56-1854695 | Other Services | $11,215 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,250 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,636 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,885 | $37,196-22.3% | $154,111-81.3% | $55,725-48.2% |
| Participation rate | 77.6% | 64.1%+13.5pp | 83.0%-5.4pp | 70.9%+6.8pp |
| Annual return | -6.11% | 1319.68%-1325.8pp | 735.18%-741.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $740 | $1,614-54.1% | $5,298-86.0% | $2,078-64.4% |
| Participant deferral / active EE | $2,574 | $2,068+24.4% | $5,081-49.3% | $3,356-23.3% |
| Admin fee / account holder | $14 | $102-85.9% | $13,411-99.9% | $115-87.5% |