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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHUMAKER LOOP & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $40,693 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,845 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $17,992 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $11,180 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $7,679 |
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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 | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -5.02% | -2.68%-2.3pp | 12.68%-17.7pp | -0.69%-4.3pp |
| Employer contribution / active EE | $3,293 | $18,045-81.7% | $22,860-85.6% | $16,786-80.4% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |