Filed September 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,058 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $17,918 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,950 | $111,491-41.7% | $189,513-65.7% | $86,799-25.2% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.8%+7.0pp | 72.3%+22.5pp |
| Annual return | 18.01% | 83.50%-65.5pp | 555.15%-537.1pp | 97.91%-79.9pp |
| Employer contribution / active EE | $1,395 | $3,951-64.7% | $6,162-77.4% | $2,405-42.0% |
| Participant deferral / active EE | $3,196 | $6,437-50.3% | $8,221-61.1% | $4,131-22.6% |
| Admin fee / account holder | $190 | $189+0.8% | $12,045-98.4% | $170+12.2% |