Filed May 21, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,379 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $53,831 | $65,322-17.6% | $70,449-23.6% | $73,488-26.7% |
| Participation rate | 97.4% | 77.0%+20.4pp | 75.1%+22.3pp | 70.7%+26.7pp |
| Annual return | 7.69% | 15.71%-8.0pp | 109.03%-101.3pp | 28.51%-20.8pp |
| Employer contribution / active EE | $2,533 | $2,460+3.0% | $2,737-7.5% | $2,270+11.6% |
| Participant deferral / active EE | $5,333 | $3,375+58.0% | $3,709+43.8% | $3,740+42.6% |
| Admin fee / account holder | $89 | $214-58.6% | $3,845-97.7% | $513-82.7% |