Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $430,524 |
Filed as: INST INV CONSULTING Service code 16 · EIN 81-0635433 | Consulting | $37,312 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Direct payment from the plan; Recordk... | $29,809 |
EIDE BAILLY LLP5 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $22,873 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 | $137,833 | $105,190+31.0% | $98,920+39.3% | $90,274+52.7% |
| Participation rate | 99.4% | 86.4%+13.0pp | 76.0%+23.4pp | 73.4%+26.0pp |
| Annual return | 20.93% | 18.52%+2.4pp | 196.47%-175.5pp | 53.97%-33.0pp |
| Employer contribution / active EE | $5,994 | $3,831+56.5% | $2,689+122.9% | $2,523+137.5% |
| Participant deferral / active EE | $7,475 | $5,616+33.1% | $4,245+76.1% | $4,231+76.7% |
| Admin fee / account holder | $106 | $97+9.2% | $6,643-98.4% | $114-6.8% |