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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,684 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Service code 28 · EIN 20-1227352 | Investment Management | $0 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | 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 TEMPLETON2 years Filed as: FRANKLIN ADVISERS INC Service code 28 · EIN 94-3167260 | 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 | $72,041 | $89,652-19.6% | $141,197-49.0% | $65,186+10.5% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.5%+15.6pp | 70.2%+27.9pp |
| Annual return | 24.53% | 32.79%-8.3pp | 71.41%-46.9pp | 29.39%-4.9pp |
| Employer contribution / active EE | $595 | $3,065-80.6% | $4,736-87.4% | $2,177-72.7% |
| Participant deferral / active EE | $10,067 | $5,691+76.9% | $6,710+50.0% | $3,514+186.5% |
| Admin fee / account holder | $169 | $569-70.3% | $10,265-98.4% | $847-80.0% |