Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $28,729 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,558 | $65,125-14.7% | $143,797-61.4% | $66,949-17.0% |
| Participation rate | 62.7% | 65.2%-2.5pp | 80.3%-17.6pp | 69.8%-7.1pp |
| Annual return | -17.34% | -11.13%-6.2pp | -0.04%-17.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $1,044 | $2,362-55.8% | $4,952-78.9% | $2,545-59.0% |
| Participant deferral / active EE | $4,209 | $2,920+44.1% | $5,638-25.4% | $4,239-0.7% |
| Admin fee / account holder | $46 | $503-90.8% | $14,679-99.7% | $594-92.2% |