Filed February 25, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,297 |
ALDEN CAPITAL1 year Filed as: J ALDEN ASSOCIATES INC Service code 27 · EIN 23-2825319 | Advisory (Plan) | $10,950 |
CARNEY ROY AND GERROL PC1 year Filed as: CARNEY, ROY AND GERROL, Service code 10 · EIN 06-1352068 | Accounting | $9,950 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 10.82% | 9.55%+1.3pp | 9.52%+1.3pp | 9.29%+1.5pp |
| Employer contribution / active EE | $7,946 | $20,722-61.7% | $41,951-81.1% | $15,168-47.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |