Filed September 23, 2026 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,911 |
GREENLEAF TRUST5+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 04-7133673 | Advisory (Plan) | $28,236 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,112 | $52,953-9.1% | $172,739-72.1% | $65,185-26.2% |
| Participation rate | 94.1% | 66.2%+27.9pp | 82.6%+11.5pp | 70.2%+23.9pp |
| Annual return | 17.30% | 30.12%-12.8pp | 802.84%-785.5pp | 29.38%-12.1pp |
| Employer contribution / active EE | $2,292 | $2,190+4.7% | $5,143-55.4% | $2,177+5.3% |
| Participant deferral / active EE | $5,209 | $2,471+110.8% | $5,198+0.2% | $3,514+48.3% |
| Admin fee / account holder | $169 | $472-64.2% | $13,954-98.8% | $847-80.0% |