Filed December 3, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,101 |
AON CONSULTING1 year Filed as: AON CONSULTING,INC Service code 11 · EIN 22-2232264 | Actuarial | $48,650 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $23,520 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -1.53% | 11.94%-13.5pp | 6.70%-8.2pp | 8.76%-10.3pp |
| Employer contribution / active EE | $4,724 | $15,564-69.6% | $25,217-81.3% | $16,664-71.6% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |