Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $193,628 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $13,625 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,250 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Securities brokerage; Direct payment ... | $7,102 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $34,212 | $82,279-58.4% | $78,002-56.1% | $63,975-46.5% |
| Participation rate | 96.9% | 84.7%+12.2pp | 75.5%+21.4pp | 71.1%+25.8pp |
| Annual return | 13.66% | 11.20%+2.5pp | 425.99%-412.3pp | 48.65%-35.0pp |
| Employer contribution / active EE | $1,463 | $3,297-55.6% | $2,470-40.8% | $2,182-32.9% |
| Participant deferral / active EE | $2,943 | $4,538-35.2% | $3,497-15.8% | $3,356-12.3% |
| Admin fee / account holder | $80 | $81-1.4% | $5,481-98.5% | $70+14.0% |