Filed February 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,064 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 · EIN 71-0927304 | Advisory (Plan) | $24,244 |
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 | $33,822 | $50,637-33.2% | $86,582-60.9% | $62,293-45.7% |
| Participation rate | 82.8% | 67.9%+14.9pp | 73.5%+9.3pp | 69.5%+13.3pp |
| Annual return | 15.82% | 20.80%-5.0pp | 965.08%-949.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,817 | $2,075-12.4% | $2,839-36.0% | $2,042-11.0% |
| Participant deferral / active EE | $3,245 | $2,611+24.3% | $3,609-10.1% | $3,169+2.4% |
| Admin fee / account holder | $225 | $413-45.6% | $4,904-95.4% | $479-53.1% |