Filed December 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $203,084 |
STIFEL NICOLAUS & CO INC5+ years Service code 49 · EIN 43-0538770 | Other Services | $103,985 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,288 | $110,699-52.8% | $177,821-70.6% | $90,288-42.1% |
| Participation rate | 98.3% | 88.3%+10.0pp | 87.7%+10.6pp | 73.4%+24.9pp |
| Annual return | 11.70% | 22.79%-11.1pp | 48.32%-36.6pp | 53.97%-42.3pp |
| Employer contribution / active EE | $2,334 | $4,118-43.3% | $5,918-60.6% | $2,524-7.5% |
| Participant deferral / active EE | $6,938 | $6,731+3.1% | $7,714-10.1% | $4,232+63.9% |
| Admin fee / account holder | $172 | $90+91.5% | $12,427-98.6% | $114+51.1% |