Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $181,685 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $14,562 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $10,109 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $5,938 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,892 | $90,410-55.9% | $91,004-56.2% | $77,958-48.8% |
| Participation rate | 98.6% | 86.4%+12.2pp | 75.6%+23.0pp | 71.6%+26.9pp |
| Annual return | 15.30% | 21.34%-6.0pp | 4.60%+10.7pp | 20.87%-5.6pp |
| Employer contribution / active EE | $24 | $3,392-99.3% | $2,456-99.0% | $2,310-99.0% |
| Participant deferral / active EE | $3,772 | $4,816-21.7% | $3,548+6.3% | $3,537+6.7% |
| Admin fee / account holder | $106 | $79+34.2% | $5,417-98.0% | $97+8.8% |