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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,868 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $77,832 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $35,429 | $45,000-21.3% | $143,799-75.4% | $77,906-54.5% |
| Participation rate | 96.3% | 66.8%+29.5pp | 80.3%+16.0pp | 73.7%+22.6pp |
| Annual return | -15.57% | 29.03%-44.6pp | -0.04%-15.5pp | 12.16%-27.7pp |
| Employer contribution / active EE | $2,020 | $1,870+8.0% | $4,952-59.2% | $2,846-29.0% |
| Participant deferral / active EE | $3,653 | $3,157+15.7% | $5,638-35.2% | $4,805-24.0% |
| Admin fee / account holder | $111 | $98+12.7% | $14,677-99.2% | $133-16.4% |