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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,732 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 03-5092168 | Accounting | $20,785 |
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $5,893 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return 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 | $108,256 | $62,324+73.7% | $68,509+58.0% | $55,191+96.1% |
| Participation rate | 98.8% | 78.9%+20.0pp | 74.7%+24.1pp | 69.2%+29.7pp |
| Annual return | -1.10% | 4.26%-5.4pp | 8.27%-9.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $5,769 | $2,223+159.5% | $2,278+153.3% | $1,899+203.8% |
| Participant deferral / active EE | $4,872 | $3,425+42.2% | $3,382+44.0% | $3,046+59.9% |
| Admin fee / account holder | $137 | $91+50.4% | $5,275-97.4% | $91+51.4% |