Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $313,075 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $57,484 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $19,338 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Direct payment from the plan; Account... | $11,161 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $10,813 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $111,479 | $90,410+23.3% | $91,004+22.5% | $77,958+43.0% |
| Participation rate | 97.4% | 86.4%+11.0pp | 75.6%+21.8pp | 71.6%+25.8pp |
| Annual return | 16.59% | 21.34%-4.8pp | 4.60%+12.0pp | 20.87%-4.3pp |
| Employer contribution / active EE | $4,022 | $3,392+18.6% | $2,456+63.8% | $2,310+74.1% |
| Participant deferral / active EE | $6,060 | $4,816+25.8% | $3,548+70.8% | $3,537+71.3% |
| Admin fee / account holder | $91 | $79+15.4% | $5,417-98.3% | $97-6.5% |