Filed April 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 P.O. BOX 2000 · MASON CITY, IA 50401 | Contract Administrator | $108,921 |
Service code 17 · EIN 13-5674085 4800 DEER LAKE DRIVE · JACKSONVILLE, FL 322466484 | Pension Consulting | $50,294 |
Service code 17 · EIN 90-0438496 | Pension Consulting | $43,935 |
Filed as: MERRILL LYNCH Service code 17 | Pension Consulting | $4,293 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,240-100.0% | $96,544-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | -90.59% | 26.41%-117.0pp | 25.88%-116.5pp | 373.84%-464.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |