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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,440 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,063 |
Service code 28 · EIN 20-1227352 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN ADVISERS INC Service code 28 · EIN 94-3167260 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY1 year Filed as: OFI GLOBAL ASSET , INC. Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY1 year Filed as: OFI GLOBAL ASSET MANAGEMENT INC Service code 28 | Investment Management | $0 |
Employer contribution per participant 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 | $56,320 | $73,102-23.0% | $123,553-54.4% | $56,289+0.1% |
| Participation rate | 95.7% | 74.3%+21.3pp | 82.3%+13.4pp | 69.9%+25.8pp |
| Annual return | -6.72% | 3.01%-9.7pp | 119.21%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $545 | $2,977-81.7% | $4,628-88.2% | $2,111-74.2% |
| Participant deferral / active EE | $8,842 | $5,423+63.1% | $6,426+37.6% | $3,350+164.0% |
| Admin fee / account holder | $168 | $554-69.7% | $9,284-98.2% | $521-67.8% |