Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $277,786 |
IIC1 year Service code 16 · EIN 81-0635433 | Consulting | $18,000 |
EIDE BAILLY LLP2 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $17,085 |
MORNINGSTAR4 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.
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 | $51,458 | $96,403-46.6% | $93,621-45.0% | $77,775-33.8% |
| Participation rate | 98.7% | 87.6%+11.1pp | 75.8%+22.9pp | 73.2%+25.5pp |
| Annual return | 18.99% | 39.36%-20.4pp | 32.76%-13.8pp | 32.58%-13.6pp |
| Employer contribution / active EE | $2,282 | $3,616-36.9% | $2,719-16.0% | $2,504-8.8% |
| Participant deferral / active EE | $4,250 | $5,341-20.4% | $4,070+4.4% | $3,966+7.2% |
| Admin fee / account holder | $132 | $90+47.7% | $7,890-98.3% | $100+32.1% |