Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $174,831 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $17,200 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $13,021 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,100 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,075 | $81,321-59.3% | $68,509-51.7% | $59,188-44.1% |
| Participation rate | 97.5% | 83.8%+13.6pp | 74.7%+22.7pp | 69.4%+28.0pp |
| Annual return | -1.23% | 4.65%-5.9pp | 8.27%-9.5pp | 5.51%-6.7pp |
| Employer contribution / active EE | $24 | $3,297-99.3% | $2,278-98.9% | $2,098-98.8% |
| Participant deferral / active EE | $2,993 | $4,592-34.8% | $3,382-11.5% | $3,265-8.3% |
| Admin fee / account holder | $105 | $62+70.7% | $5,275-98.0% | $92+14.3% |