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 | $274,927 |
Service code 16 · EIN 81-0635433 | Consulting | $18,768 |
EIDE BAILLY LLP1 year Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $11,287 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $38,172 | $134,045-71.5% | $80,022-52.3% | $75,289-49.3% |
| Participation rate | 99.1% | 85.8%+13.4pp | 75.8%+23.3pp | 72.4%+26.7pp |
| Annual return | -9.64% | -0.56%-9.1pp | 11.22%-20.9pp | -0.04%-9.6pp |
| Employer contribution / active EE | $2,454 | $3,492-29.7% | $2,468-0.6% | $2,405+2.1% |
| Participant deferral / active EE | $4,160 | $4,976-16.4% | $3,686+12.9% | $3,739+11.3% |
| Admin fee / account holder | $113 | $124-8.8% | $6,521-98.3% | $102+10.4% |