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 | $233,029-74.2% | $77,361-22.4% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 75.0%-75.0pp | - |
| Annual return | 10.69% | 5.57%+5.1pp | 1011.54%-1000.8pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $2,990-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,911-100.0% | - |
| Admin fee / account holder | $137 | $49,244-99.7% | $5,894-97.7% | - |