Filed November 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $584,413 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL PEARL STREET INVESTMENT MGMT Service code 28 · EIN 43-0538770 | Investment Management | $78,800 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Recordkeeping fees; Direct payment fr... | $44,958 |
BDO USA, LLP5 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $10,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $146,769 | $176,471-16.8% | $95,968+52.9% | $90,274+62.6% |
| Participation rate | 96.6% | 86.6%+10.1pp | 77.1%+19.5pp | 73.4%+23.3pp |
| Annual return | 18.53% | 20.15%-1.6pp | 91.65%-73.1pp | 53.97%-35.4pp |
| Employer contribution / active EE | $4,916 | $2,783+76.6% | $2,542+93.4% | $2,523+94.8% |
| Participant deferral / active EE | $7,278 | $5,325+36.7% | $4,167+74.7% | $4,231+72.0% |
| Admin fee / account holder | $132 | $154-14.3% | $6,798-98.1% | $114+15.8% |