Filed September 7, 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 | $102,925 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 13 · EIN 47-1303673 | Contract Administrator | $20,724 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $12,500 |
THE CAFARO GROUP LLC2 years Service code 49 | Other Services | $10,430 |
THE CAFARO GROUP LLC2 years Filed as: THE CAFARO GROUP Service code 49 · EIN 20-1963865 | Other Services | $0 |
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 | $86,751 | $65,322+32.8% | $70,462+23.1% | $73,493+18.0% |
| Participation rate | 88.7% | 77.0%+11.7pp | 75.1%+13.6pp | 70.7%+18.0pp |
| Annual return | 4.36% | 15.71%-11.4pp | 109.08%-104.7pp | 28.51%-24.2pp |
| Employer contribution / active EE | $4,502 | $2,460+83.0% | $2,737+64.5% | $2,270+98.3% |
| Participant deferral / active EE | $5,776 | $3,375+71.1% | $3,710+55.7% | $3,740+54.4% |
| Admin fee / account holder | $232 | $214+8.6% | $3,845-94.0% | $513-54.7% |