Filed November 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $668,530 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL PEARLSTREET INVESTMENT MANAG Service code 28 · EIN 43-0538770 | Investment Management | $80,000 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Recordkeeping fees; Securities broker... | $14,928 |
BDO USA, LLP6 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $10,500 |
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 | $147,932 | $144,879+2.1% | $111,319+32.9% | $93,010+59.0% |
| Participation rate | 97.7% | 86.1%+11.6pp | 77.3%+20.4pp | 73.9%+23.8pp |
| Annual return | 16.75% | 18.11%-1.4pp | 54.68%-37.9pp | 158.70%-142.0pp |
| Employer contribution / active EE | $5,517 | $3,052+80.7% | $2,732+102.0% | $2,705+103.9% |
| Participant deferral / active EE | $8,307 | $5,576+49.0% | $4,488+85.1% | $4,561+82.1% |
| Admin fee / account holder | $131 | $104+26.7% | $7,966-98.4% | $152-13.5% |