Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $198,177 |
Service code 16 · EIN 81-0635433 | Consulting | $13,674 |
EIDE BAILLY LLP1 year Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $10,007 |
MORNINGSTAR3 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.
Annual investment return 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 | $37,488 | $134,045-72.0% | $80,022-53.2% | $75,289-50.2% |
| Participation rate | 98.1% | 85.8%+12.4pp | 75.8%+22.3pp | 72.4%+25.7pp |
| Annual return | -5.95% | -0.56%-5.4pp | 11.22%-17.2pp | -0.04%-5.9pp |
| Employer contribution / active EE | $46 | $3,492-98.7% | $2,468-98.1% | $2,405-98.1% |
| Participant deferral / active EE | $4,464 | $4,976-10.3% | $3,686+21.1% | $3,739+19.4% |
| Admin fee / account holder | $116 | $124-6.3% | $6,521-98.2% | $102+13.5% |