Filed February 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 49 · EIN 71-0927304 | Other Services | $20,031 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,266 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,389 | $41,854-29.8% | $73,836-60.2% | $52,331-43.8% |
| Participation rate | 73.1% | 66.2%+6.9pp | 73.4%-0.3pp | 68.1%+5.0pp |
| Annual return | -0.54% | 2.11%-2.6pp | 2268.06%-2268.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,456 | $1,920-24.2% | $2,787-47.8% | $1,882-22.6% |
| Participant deferral / active EE | $2,614 | $2,498+4.6% | $3,583-27.0% | $3,022-13.5% |
| Admin fee / account holder | $43 | $493-91.3% | $4,882-99.1% | $592-92.7% |