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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $225,932 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $81,019 |
MORNINGSTAR2 years 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 | $43,144 | $50,151-14.0% | $149,696-71.2% | $80,157-46.2% |
| Participation rate | 97.6% | 64.3%+33.3pp | 78.8%+18.8pp | 72.9%+24.7pp |
| Annual return | 18.28% | 29.80%-11.5pp | 134.46%-116.2pp | 40.39%-22.1pp |
| Employer contribution / active EE | $2,163 | $1,867+15.9% | $4,821-55.1% | $2,977-27.4% |
| Participant deferral / active EE | $3,954 | $3,194+23.8% | $5,682-30.4% | $5,015-21.2% |
| Admin fee / account holder | $145 | $153-5.0% | $13,212-98.9% | $1450% |