Filed January 30, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,808 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $20,232 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $11,921 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,050 | $37,117+61.8% | $147,614-59.3% | $55,191+8.8% |
| Participation rate | 95.8% | 63.6%+32.2pp | 84.6%+11.2pp | 69.2%+26.7pp |
| Annual return | 0.50% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,557 | $1,620+119.5% | $5,564-36.1% | $1,899+87.3% |
| Participant deferral / active EE | $3,912 | $1,985+97.0% | $4,895-20.1% | $3,046+28.4% |
| Admin fee / account holder | $132 | $86+54.8% | $11,611-98.9% | $91+45.9% |