Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $419,984 |
Filed as: INSTITUTIONAL INVESTMENT Service code 16 · EIN 81-0635433 | Consulting | $25,885 |
EIDE BAILLY LLP4 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $20,631 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Recordkeeping fees; Account maintenan... | $14,136 |
MORNINGSTAR4 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 | $113,251 | $96,403+17.5% | $93,621+21.0% | $77,775+45.6% |
| Participation rate | 99.4% | 87.6%+11.7pp | 75.8%+23.5pp | 73.2%+26.1pp |
| Annual return | 22.57% | 39.36%-16.8pp | 32.76%-10.2pp | 32.58%-10.0pp |
| Employer contribution / active EE | $5,028 | $3,616+39.1% | $2,719+84.9% | $2,504+100.8% |
| Participant deferral / active EE | $6,849 | $5,341+28.2% | $4,070+68.3% | $3,966+72.7% |
| Admin fee / account holder | $102 | $90+13.7% | $7,890-98.7% | $100+1.7% |