Filed May 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 99 · EIN 13-1624203 | Other Fees | $57,542 |
Filed as: FIDELITY INVESTMENT INST COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,210 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCEPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $981 |
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 | $169,876 | $112,772+50.6% | $57,357+196.2% | $59,188+187.0% |
| Participation rate | 99.5% | 71.3%+28.2pp | 75.1%+24.5pp | 69.4%+30.1pp |
| Annual return | 2.13% | 0.85%+1.3pp | 24.41%-22.3pp | 5.51%-3.4pp |
| Employer contribution / active EE | $6,738 | $3,400+98.1% | $2,689+150.6% | $2,098+221.1% |
| Participant deferral / active EE | $7,552 | $3,010+150.9% | $3,162+138.9% | $3,265+131.3% |
| Admin fee / account holder | $22 | $144-84.6% | $3,357-99.3% | $92-75.9% |