Filed July 12, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,927 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $19,501 |
Service code 26 · EIN 22-3189064 | Advisory (Participants) | $6,774 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,255 | $47,766+114.1% | $82,706+23.6% | $64,814+57.8% |
| Participation rate | 98.3% | 67.7%+30.6pp | 72.6%+25.7pp | 71.5%+26.8pp |
| Annual return | -17.07% | -13.06%-4.0pp | 701.76%-718.8pp | 32.84%-49.9pp |
| Employer contribution / active EE | $7,193 | $2,182+229.7% | $3,007+139.2% | $2,507+186.9% |
| Participant deferral / active EE | $8,331 | $3,332+150.0% | $4,394+89.6% | $4,310+93.3% |
| Admin fee / account holder | $178 | $143+24.5% | $5,329-96.7% | $188-5.2% |