Filed April 14, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,100 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 | Advisory (Plan) | $30,000 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $25,405 |
Filed as: BENCIVENGA WARD & CO Service code 10 · EIN 13-3274930 | Accounting | $10,320 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 1.22% | 9.62%-8.4pp | 9.74%-8.5pp | 9.30%-8.1pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |