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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $271,228 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $127,646 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $10,500 |
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 | $153,177 | $88,515+73.1% | $162,177-5.5% | $67,579+126.7% |
| Participation rate | 99.6% | 86.8%+12.8pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 23.22% | 27.04%-3.8pp | 115.60%-92.4pp | 378.56%-355.3pp |
| Employer contribution / active EE | $8,399 | $3,563+135.7% | $5,613+49.6% | $2,148+291.0% |
| Participant deferral / active EE | $7,197 | $5,724+25.7% | $7,297-1.4% | $3,539+103.3% |
| Admin fee / account holder | $414 | $124+234.7% | $10,843-96.2% | $142+190.9% |