Filed December 3, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,301 |
AON CONSULTING1 year Filed as: AON CONSULTING, INV(NJ) Service code 11 · EIN 22-2232264 | Actuarial | $48,436 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $22,625 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $7,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 5.34% | 20.09%-14.7pp | 15.31%-10.0pp | 37.77%-32.4pp |
| Employer contribution / active EE | $4,561 | $15,382-70.3% | $28,686-84.1% | $15,798-71.1% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |