Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $342,103 |
Filed as: INSTITUTIONAL INVENTMENT CONSULTING Service code 16 · EIN 81-0635433 | Consulting | $27,558 |
EIDE BAILLY LLP3 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $19,923 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 33 · EIN 04-3532603 | Account maintenance fees; Recordkeepi... | $10,563 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,542 | $134,045-25.0% | $80,022+25.6% | $75,289+33.5% |
| Participation rate | 99.2% | 85.8%+13.4pp | 75.8%+23.4pp | 72.4%+26.8pp |
| Annual return | -2.84% | -0.56%-2.3pp | 11.22%-14.1pp | -0.04%-2.8pp |
| Employer contribution / active EE | $5,576 | $3,492+59.7% | $2,468+125.9% | $2,405+131.9% |
| Participant deferral / active EE | $6,629 | $4,976+33.2% | $3,686+79.9% | $3,739+77.3% |
| Admin fee / account holder | $93 | $124-25.3% | $6,521-98.6% | $102-9.5% |