Filed August 26, 2019 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,109 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $23,128 |
Service code 49 · EIN 13-5674085 | Other Services | $3,195 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,086 | $81,537-9.1% | $149,721-50.5% | $69,631+6.4% |
| Participation rate | 95.7% | 86.1%+9.5pp | 87.1%+8.6pp | 70.7%+25.0pp |
| Annual return | 14.37% | 22.79%-8.4pp | 1501.67%-1487.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $2,143 | $3,239-33.8% | $5,444-60.6% | $2,032+5.5% |
| Participant deferral / active EE | $4,173 | $4,994-16.4% | $6,568-36.5% | $3,224+29.4% |
| Admin fee / account holder | $153 | $107+43.4% | $11,282-98.6% | $110+38.8% |