Filed June 11, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $255,668 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $95,947 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $9,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,240 | $81,537+48.7% | $149,721-19.0% | $69,631+74.1% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 18.71% | 22.79%-4.1pp | 1501.67%-1483.0pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $8,291 | $3,239+156.0% | $5,444+52.3% | $2,032+308.0% |
| Participant deferral / active EE | $6,345 | $4,994+27.1% | $6,568-3.4% | $3,224+96.8% |
| Admin fee / account holder | $398 | $107+272.6% | $11,282-96.5% | $110+260.6% |