Filed July 17, 2017 (most recent of 3 filings on file)
No plan names extracted from this filing.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $54,016 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $17,411 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,572 | $34,634+57.6% | $77,096-29.2% | $64,819-15.8% |
| Participation rate | 84.4% | 49.8%+34.6pp | 67.9%+16.5pp | 71.5%+12.9pp |
| Annual return | 9.94% | -5.31%+15.3pp | 42.35%-32.4pp | 32.84%-22.9pp |
| Employer contribution / active EE | $1,129 | $1,385-18.5% | $2,814-59.9% | $2,507-55.0% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,429-100.0% | $4,311-100.0% |
| Admin fee / account holder | $84 | $178-53.0% | $5,428-98.5% | $188-55.4% |