Filed October 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $10,868 |
CETERA ADVISOR NETWORKS LLC2 years Service code 49 · EIN 95-3845382 | Other Services | $8,518 |
Filed as: BIDWELL CONSULTING SERVICES INC Service code 13 · EIN 20-3039384 | Contract Administrator | $7,360 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,244 |
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.
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 | $25,349 | $55,453-54.3% | $170,435-85.1% | $62,293-59.3% |
| Participation rate | 48.1% | 66.4%-18.3pp | 83.6%-35.5pp | 69.5%-21.4pp |
| Annual return | 11.12% | 21.38%-10.3pp | 205.94%-194.8pp | 28.90%-17.8pp |
| Employer contribution / active EE | $479 | $2,164-77.8% | $5,432-91.2% | $2,042-76.5% |
| Participant deferral / active EE | $1,693 | $2,303-26.5% | $4,939-65.7% | $3,169-46.6% |
| Admin fee / account holder | $85 | $455-81.2% | $13,881-99.4% | $479-82.2% |