Filed May 21, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,172 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,413 |
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 | $72,353 | $60,989+18.6% | $60,899+18.8% | $66,930+8.1% |
| Participation rate | 93.5% | 74.5%+19.0pp | 73.1%+20.4pp | 69.8%+23.7pp |
| Annual return | -10.11% | -9.60%-0.5pp | 16.92%-27.0pp | 1.57%-11.7pp |
| Employer contribution / active EE | $2,534 | $2,661-4.8% | $2,702-6.2% | $2,545-0.4% |
| Participant deferral / active EE | $5,514 | $3,615+52.6% | $3,817+44.5% | $4,238+30.1% |
| Admin fee / account holder | $89 | $338-73.6% | $3,225-97.2% | $593-84.9% |