Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $265,492 |
Service code 16 · EIN 81-0635433 | Consulting | $19,825 |
EIDE BAILLY LLP5 years Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $13,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,199 | $136,266-69.8% | $90,767-54.6% | $77,906-47.1% |
| Participation rate | 99.4% | 86.6%+12.8pp | 75.7%+23.7pp | 73.7%+25.7pp |
| Annual return | -13.14% | -11.32%-1.8pp | -12.16%-1.0pp | 12.16%-25.3pp |
| Employer contribution / active EE | $2,223 | $4,215-47.3% | $2,922-23.9% | $2,846-21.9% |
| Participant deferral / active EE | $3,980 | $6,353-37.4% | $4,565-12.8% | $4,805-17.2% |
| Admin fee / account holder | $95 | $399-76.1% | $8,445-98.9% | $133-28.2% |