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 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 18.6%-18.6pp |
| Annual return | 5.20% | 10.92%-5.7pp | 8.54%-3.3pp | 9.77%-4.6pp |
| Employer contribution / active EE | $4,143 | $19,775-79.0% | $26,203-84.2% | $13,890-70.2% |
| Participant deferral / active EE | $0 | $1,022-100.0% | $449-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |