Filed November 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,449 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $32,500 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $22,500 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 · EIN 39-6037917 | Advisory (Plan) | $16,149 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,481 | $54,193-29.0% | $93,606-58.9% | $77,643-50.4% |
| Participation rate | 85.8% | 63.9%+21.9pp | 68.7%+17.1pp | 70.6%+15.2pp |
| Annual return | 17.87% | 30.54%-12.7pp | 133.20%-115.3pp | 31.24%-13.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,562 | $3,144+45.1% | $4,411+3.4% | $4,647-1.8% |
| Admin fee / account holder | $204 | $576-64.6% | $8,285-97.5% | $430-52.7% |