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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,047 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 | Actuarial | $21,150 |
CLIFTONLARSONALLEN LLP1 year Filed as: CRI Service code 10 · EIN 72-1396621 | Accounting | $17,440 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $12,279 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -19.02% | -41.91%+22.9pp | -38.85%+19.8pp | -14.65%-4.4pp |
| Employer contribution / active EE | $15,000 | $40,098-62.6% | $37,755-60.3% | $46,321-67.6% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |