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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,145 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1931883 | Advisory (Plan) | $33,504 |
CLIFTONLARSONALLEN LLP3 years Filed as: CRI Service code 10 · EIN 72-1396621 | Accounting | $24,660 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 | Actuarial | $23,130 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $11,201 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,842-100.0% | $334,005-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | 5.42% | 10.02%-4.6pp | 9.82%-4.4pp | 13.05%-7.6pp |
| Employer contribution / active EE | $36,400 | $31,894+14.1% | $30,304+20.1% | $37,651-3.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |