Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $445,825 |
Filed as: INSTITUTIONAL INVESTMENT Service code 16 · EIN 81-0635433 | Consulting | $48,562 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Account mainten... | $30,494 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $23,790 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,038 | $114,195+31.4% | $106,554+40.8% | $93,010+61.3% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.1%+22.2pp | 73.9%+24.4pp |
| Annual return | 14.49% | 22.18%-7.7pp | 26.80%-12.3pp | 158.70%-144.2pp |
| Employer contribution / active EE | $6,811 | $4,009+69.9% | $2,819+141.6% | $2,705+151.8% |
| Participant deferral / active EE | $8,341 | $5,908+41.2% | $4,398+89.6% | $4,561+82.9% |
| Admin fee / account holder | $106 | $105+1.0% | $7,408-98.6% | $152-30.2% |