Filed December 31, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURNACE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $7,050 |
COMERICA BANK5 years Filed as: COMERICA SECURITIES Service code 49 · EIN 38-2621207 | Other Services | $5,442 |
COMERICA BANK6+ years Filed as: COMERICA INSURANCE SERVICES INC Service code 40 · EIN 38-3063147 | Foreign entity (e.g., an agent or bro... | $2,408 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $680 |
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 | $59,638 | $79,519-25.0% | $95,964-37.9% | $73,412-18.8% |
| Participation rate | 94.3% | 81.2%+13.1pp | 77.1%+17.2pp | 72.2%+22.1pp |
| Annual return | 36.54% | 19.20%+17.3pp | 91.64%-55.1pp | 59.30%-22.8pp |
| Employer contribution / active EE | $2,463 | $2,048+20.3% | $2,541-3.1% | $2,234+10.3% |
| Participant deferral / active EE | $6,241 | $4,138+50.8% | $4,167+49.8% | $3,806+64.0% |
| Admin fee / account holder | $11 | $184-94.0% | $6,797-99.8% | $158-93.0% |