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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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $134,556-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.4%-15.4pp | 9.3%-9.3pp |
| Annual return | 5.20% | 9.50%-4.3pp | 8.50%-3.3pp | 9.76%-4.6pp |
| Employer contribution / active EE | $4,143 | $24,502-83.1% | $29,758-86.1% | $12,965-68.0% |
| Participant deferral / active EE | $0 | $1,768-100.0% | $538-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,606-100.0% | $4,785-100.0% |