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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,057 | $176,947-66.1% | $65,493-8.3% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 73.1%-73.1pp | - |
| Annual return | 10.69% | 15.13%-4.4pp | 982.45%-971.8pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,574-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $3,961-100.0% | - |
| Admin fee / account holder | $137 | $22,209-99.4% | $5,028-97.3% | - |