Filed April 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $514,901 |
INSTITUTIONAL INVESTMENT CONSULTING10+ years Service code 16 · EIN 81-0635433 | Consulting | $50,803 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $34,621 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,495 | $112,582+34.6% | $105,607+43.5% | $199,960-24.2% |
| Participation rate | 99.4% | 86.3%+13.2pp | 75.3%+24.2pp | 72.0%+27.4pp |
| Annual return | 13.85% | 15.58%-1.7pp | 116.11%-102.3pp | 34.28%-20.4pp |
| Employer contribution / active EE | $6,638 | $4,580+44.9% | $3,167+109.6% | $3,036+118.7% |
| Participant deferral / active EE | $8,180 | $6,655+22.9% | $5,011+63.2% | $5,087+60.8% |
| Admin fee / account holder | $107 | $107+0.4% | $10,958-99.0% | $269-60.1% |