Filed November 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $547,487 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL PEARLSTREET INVESTMENT MANAG Service code 28 · EIN 43-0538770 | Investment Management | $80,000 |
Service code 10 · EIN 38-2498459 | Accounting | $23,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,535 | $110,258+51.0% | $102,460+62.5% | $200,096-16.8% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 14.10% | 35.78%-21.7pp | 29.47%-15.4pp | 34.26%-20.2pp |
| Employer contribution / active EE | $6,644 | $3,605+84.3% | $3,025+119.6% | $3,038+118.7% |
| Participant deferral / active EE | $10,740 | $6,377+68.4% | $5,056+112.4% | $5,090+111.0% |
| Admin fee / account holder | $130 | $122+6.0% | $9,460-98.6% | $269-51.9% |