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 | $198,217-69.7% | $67,681-11.3% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.7%-73.7pp | - |
| Annual return | 10.69% | 9.45%+1.2pp | 590.58%-579.9pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,678-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,976-100.0% | - |
| Admin fee / account holder | $137 | $27,022-99.5% | $6,100-97.8% | - |