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 | $258,561 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,954 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $14,504 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $8,250 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,518 | $90,410-54.1% | $91,004-54.4% | $77,958-46.7% |
| Participation rate | 97.7% | 86.4%+11.3pp | 75.6%+22.1pp | 71.6%+26.0pp |
| Annual return | 16.43% | 21.34%-4.9pp | 4.60%+11.8pp | 20.87%-4.4pp |
| Employer contribution / active EE | $2,147 | $3,392-36.7% | $2,456-12.6% | $2,310-7.1% |
| Participant deferral / active EE | $3,669 | $4,816-23.8% | $3,548+3.4% | $3,537+3.7% |
| Admin fee / account holder | $106 | $79+34.3% | $5,417-98.0% | $97+8.9% |