Filed June 11, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $242,807 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $117,471 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $10,000 |
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 | $120,079 | $80,005+50.1% | $140,019-14.2% | $55,725+115.5% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.34% | 0.46%-5.8pp | 651.17%-656.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $8,483 | $3,403+149.3% | $5,605+51.3% | $2,078+308.2% |
| Participant deferral / active EE | $6,858 | $5,264+30.3% | $6,927-1.0% | $3,356+104.4% |
| Admin fee / account holder | $375 | $116+224.2% | $10,705-96.5% | $115+225.6% |