Filed April 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 49 · EIN 42-0127290 P.O. BOX 2000 · MASON CITY, IA 50401 | Other Services | $76,716 |
Filed as: MERRILL LYNCH Service code 13 · EIN 13-5674085 4800 DEER LAKE DRIVE · JACKSONVILLE, FL 322466484 | Contract Administrator | $53,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,519-100.0% | $95,952-100.0% | $73,409-100.0% |
| Participation rate | 0.0% | 81.2%-81.2pp | 77.1%-77.1pp | 72.2%-72.2pp |
| Annual return | 14.48% | 19.20%-4.7pp | 91.61%-77.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,359 | $4,138+5.3% | $4,167+4.6% | $3,805+14.6% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |