Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $296,987 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $34,850 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Account maintenance fees; Securities ... | $31,210 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,300 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $10,333 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $94,542 | $81,321+16.3% | $68,509+38.0% | $59,188+59.7% |
| Participation rate | 96.8% | 83.8%+13.0pp | 74.7%+22.1pp | 69.4%+27.4pp |
| Annual return | 0.79% | 4.65%-3.9pp | 8.27%-7.5pp | 5.51%-4.7pp |
| Employer contribution / active EE | $2,722 | $3,297-17.4% | $2,278+19.5% | $2,098+29.7% |
| Participant deferral / active EE | $5,284 | $4,592+15.1% | $3,382+56.2% | $3,265+61.9% |
| Admin fee / account holder | $99 | $62+59.7% | $5,275-98.1% | $92+6.9% |