Filed May 21, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,201 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,789 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,070 | $57,976-34.3% | $63,018-39.6% | $62,293-38.9% |
| Participation rate | 87.2% | 75.9%+11.3pp | 74.8%+12.4pp | 69.5%+17.7pp |
| Annual return | 11.56% | 17.54%-6.0pp | 87.62%-76.1pp | 28.90%-17.3pp |
| Employer contribution / active EE | $1,919 | $2,415-20.5% | $2,761-30.5% | $2,042-6.0% |
| Participant deferral / active EE | $3,522 | $2,956+19.1% | $3,330+5.8% | $3,169+11.1% |
| Admin fee / account holder | $69 | $276-75.0% | $3,601-98.1% | $479-85.6% |