Filed November 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $590,529 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL PEARLSTREET INVESTMENT MANAG Service code 28 · EIN 43-0538770 | Investment Management | $80,000 |
MILLER JOHNSON1 year Filed as: MILLER JOHNSON SNELL & CUMMISKEY PL Service code 29 · EIN 38-1603110 | Legal | $17,315 |
Service code 10 · EIN 38-2498459 | Accounting | $10,000 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,985 |
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 | $114,358 | $130,052-12.1% | $86,717+31.9% | $77,906+46.8% |
| Participation rate | 98.4% | 85.9%+12.4pp | 76.6%+21.8pp | 73.7%+24.7pp |
| Annual return | -17.21% | -12.73%-4.5pp | 35.97%-53.2pp | 12.16%-29.4pp |
| Employer contribution / active EE | $3,856 | $3,214+20.0% | $2,837+35.9% | $2,846+35.5% |
| Participant deferral / active EE | $9,048 | $5,741+57.6% | $4,657+94.3% | $4,805+88.3% |
| Admin fee / account holder | $103 | $132-21.6% | $7,494-98.6% | $133-22.0% |