Filed May 21, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,832 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $46,446 | $55,002-15.6% | $59,887-22.4% | $56,287-17.5% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.7%+24.3pp | 69.9%+29.2pp |
| Annual return | 9.54% | 1.13%+8.4pp | 3.46%+6.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $2,344 | $2,448-4.3% | $2,722-13.9% | $2,111+11.0% |
| Participant deferral / active EE | $4,906 | $3,121+57.2% | $3,402+44.2% | $3,350+46.5% |
| Admin fee / account holder | $103 | $236-56.1% | $3,591-97.1% | $521-80.1% |