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 | $205,035 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,300 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Direct payment from the plan; Account... | $9,704 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,050 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $7,896 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $31,900 | $81,321-60.8% | $68,509-53.4% | $59,188-46.1% |
| Participation rate | 85.6% | 83.8%+1.8pp | 74.7%+10.9pp | 69.4%+16.2pp |
| Annual return | -1.51% | 4.65%-6.2pp | 8.27%-9.8pp | 5.51%-7.0pp |
| Employer contribution / active EE | $1,357 | $3,297-58.8% | $2,278-40.4% | $2,098-35.3% |
| Participant deferral / active EE | $2,511 | $4,592-45.3% | $3,382-25.7% | $3,265-23.1% |
| Admin fee / account holder | $94 | $62+52.7% | $5,275-98.2% | $92+2.2% |