Filed September 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $130,112 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $93,635 |
REDPATH AND COMPANY3 years Filed as: REDPATH & CO Service code 10 · EIN 15-0428714 | Accounting | $28,400 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 41-1567437 | Advisory (Plan) | $17,405 |
US BANK3 years Service code 28 · EIN 31-0841363 | Investment Management | $8,386 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,829 | $60,396+70.3% | $83,831+22.7% | $75,289+36.6% |
| Participation rate | 98.7% | 80.7%+17.9pp | 76.1%+22.5pp | 72.4%+26.3pp |
| Annual return | 7.82% | 3.84%+4.0pp | 850.99%-843.2pp | -0.04%+7.9pp |
| Employer contribution / active EE | $3,279 | $3,343-1.9% | $3,631-9.7% | $2,405+36.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $62 | $141-55.8% | $5,479-98.9% | $102-39.1% |