Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $191,706 |
INSTITUTIONAL INVESTMENT CONSULTING10+ years Service code 16 · EIN 81-0635433 | Consulting | $16,547 |
EIDE BAILLY LLP9 years Service code 10 · EIN 45-0250958 | Accounting | $11,727 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,420 | $112,582-49.0% | $105,624-45.6% | $200,096-71.3% |
| Participation rate | 98.9% | 86.3%+12.6pp | 75.3%+23.6pp | 72.0%+26.9pp |
| Annual return | 11.61% | 15.58%-4.0pp | 116.20%-104.6pp | 34.26%-22.7pp |
| Employer contribution / active EE | $1,191 | $4,580-74.0% | $3,168-62.4% | $3,038-60.8% |
| Participant deferral / active EE | $4,665 | $6,655-29.9% | $5,013-6.9% | $5,090-8.3% |
| Admin fee / account holder | $122 | $107+13.7% | $10,961-98.9% | $269-54.8% |