Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $481,561 |
Service code 16 · EIN 81-0635433 | Consulting | $49,400 |
EIDE BAILLY LLP7 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $11,225 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Account maintenance fees; Securities ... | $6,798 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $119,887 | $136,266-12.0% | $90,767+32.1% | $77,906+53.9% |
| Participation rate | 98.8% | 86.6%+12.2pp | 75.7%+23.1pp | 73.7%+25.1pp |
| Annual return | -14.26% | -11.32%-2.9pp | -12.16%-2.1pp | 12.16%-26.4pp |
| Employer contribution / active EE | $7,063 | $4,215+67.6% | $2,922+141.7% | $2,846+148.2% |
| Participant deferral / active EE | $8,497 | $6,353+33.7% | $4,565+86.1% | $4,805+76.8% |
| Admin fee / account holder | $104 | $399-73.8% | $8,445-98.8% | $133-21.3% |