Filed December 7, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,559 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $33,541 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $12,326 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $133,308-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 11.2%-11.2pp |
| Annual return | 5.20% | 8.95%-3.8pp | 7.44%-2.2pp | 9.01%-3.8pp |
| Employer contribution / active EE | $4,143 | $26,499-84.4% | $30,790-86.5% | $12,866-67.8% |
| Participant deferral / active EE | $0 | $2,525-100.0% | $640-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $16,084-100.0% | $4,785-100.0% |