Filed May 21, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,613 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,430 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $60,057 | $175,036-65.7% | $62,929-4.6% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 73.1%-73.1pp | - |
| Annual return | 10.69% | 15.04%-4.4pp | 1063.93%-1053.2pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,505-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $3,888-100.0% | - |
| Admin fee / account holder | $137 | $23,923-99.4% | $5,065-97.3% | - |